Shepherd Financial Advisory

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

556

Total plan assets

$22.9M

Filings (rows)

Direct comp

$68K

Indirect comp

Showing only "SHEPHERD FINANCIAL ADVISORY"

View all 14 variants aggregated →

SHEPHERD FINANCIAL INVESTMENT ADVIS108 SHEPHERD FINANCIAL INVESTMENT55 SHEPHERD FINANCIAL INVEST ADVISORY32 SHEPHERD FINANCIAL INVESTMENT ADV22 SHEPHERD FINANCIAL INV ADVISORY12 SHEPHERD FINANCIAL INV11

SERVICES PROVIDED

Other service providers2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Grammer Transport Holdings, Inc. and Affiliated Subsidiaries Grammer Transport Holdings 401(k) Plan · all filings	COLUMBUS, IN	Other service providers	295	$13.6M	$34K	$0
Grammer Transport Holdings, Inc. and Affiliated Subsidiaries Grammer Transport Holdings 401(k) Plan · all filings	COLUMBUS, IN	Other service providers	261	$9.3M	$34K	$0