SHEPHERD FINANCIAL INV ADV

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

199

Total plan assets

$46.3M

Filings (rows)

Direct comp

$66K

Indirect comp

Showing only "SHEPHERD FINANCIAL INV ADV"

View all 14 variants aggregated →

SHEPHERD FINANCIAL INVESTMENT ADVIS103 SHEPHERD FINANCIAL INVESTMENT53 SHEPHERD FINANCIAL INVEST ADVISORY28 SHEPHERD FINANCIAL INVESTMENT ADV20 SHEPHERD FINANCIAL INV11 SHEPHERD FINANCIAL INV ADVISORY9

SERVICES PROVIDED

Other service providers1

Plans served

All 1 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
HURCO COMPANIES, INC. HURCO COMPANIES INC. 401(K) RETIREMENT PLAN	INDIANAPOLIS, IN	Other service providers	199	$46.3M	$66K	$0