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 ADVISORY29 SHEPHERD FINANCIAL INVESTMENT ADV20 SHEPHERD FINANCIAL INV ADVISORY11 SHEPHERD FINANCIAL INV11 SHEPHERD FINANCIAL PARTNERS

SERVICES PROVIDED

Other service providers1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Hurco Companies, Inc. Hurco Companies Inc. 401(k) Retirement Plan · all filings	INDIANAPOLIS, IN	Other service providers	199	$46.3M	$66K	$0