SHEPHERD FINANCIAL INV ADVISIOR

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

3,997

Total plan assets

$55.4M

Filings (rows)

Direct comp

$136K

Indirect comp

Showing only "SHEPHERD FINANCIAL INV ADVISIOR"

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 providers2

Plans served

All 2 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
STANDARD RETIREMENT SERVICES, INC. SHEPHERD POOLED EMPLOYER PLAN	PORTLAND, OR	Other service providers	2,048	$29.7M	$93K	$0
STANDARD RETIREMENT SERVICES, INC. SHEPHERD POOLED EMPLOYER PLAN	PORTLAND, OR	Other service providers