SHEPHERD FINANCIAL INVESTMENT 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

5,690

Total plan assets

$416.8M

Filings (rows)

Direct comp

$692K

Indirect comp

$44K

Showing only "SHEPHERD FINANCIAL INVESTMENT ADV"

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

SERVICES PROVIDED

Advisor / Consultant17

Other service providers3

Plans served

All 20 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
SHEPHERD INSURANCE, LLC SHEPHERD INSURANCE, LLC 401(K) PLAN	CARMEL, IN	Advisor / Consultant	532	$55.7M	$102K	$0
WILHELM CONSTRUCTION, INC. WILHELM CONSTRUCTION, INC. 401(K) PLAN	INDIANAPOLIS, IN	Advisor / Consultant	638	$42.7M	$22K	$0
SHEPHERD INSURANCE, LLC SHEPHERD INSURANCE, LLC 401(K) PLAN	CARMEL, IN	Advisor / Consultant	482	$42.7M	$79K	$0
SHEPHERD INSURANCE, LLC SHEPHERD INSURANCE, LLC 401(K) PLAN	CARMEL, IN	Advisor / Consultant	433	$34.1M	$76K	$0
WILHELM CONSTRUCTION, INC. WILHELM CONSTRUCTION, INC. 401(K) PLAN	INDIANAPOLIS, IN	Advisor / Consultant	483	$26.9M	$23K	$0
HIGHPOINT DIGITAL, INC. HIGHPOINT 401(K) RETIREMENT PLAN	INDIANAPOLIS, IN	Advisor / Consultant	218	$26.0M	$21K	$0
KREUTER MANUFACTURING COMPANY, INC. KMC CONTROLS, INC. 401(K) PLAN AND TRUST	NEW PARIS, IN	Advisor / Consultant	147	$19.1M	$33K	$0
KREUTER MANUFACTURING COMPANY, INC. KMC CONTROLS, INC. 401(K) PLAN AND TRUST	NEW PARIS, IN	Advisor / Consultant	153	$19.0M	$33K	$0
ROYAL UNITED MORTGAGE, LLC ROYAL UNITED MORTGAGE LLC 401(K) PLAN	INDIANAPOLIS, IN	Advisor / Consultant	277	$18.6M	$32K	$0
ROYAL UNITED MORTGAGE, LLC ROYAL UNITED MORTGAGE LLC 401(K) PLAN	INDIANAPOLIS, IN	Advisor / Consultant	274	$17.3M	$37K	$0
WINKLER, INC. WINKLER, INC. EMPLOYEES' PROFIT SHARING PLAN	DALE, IN	Other service providers	435	$16.9M	$0	$44K
KREUTER MANUFACTURING COMPANY, INC. KMC CONTROLS, INC. 401(K) PLAN AND TRUST	NEW PARIS, IN	Advisor / Consultant	139	$15.7M	$33K	$0
ROYAL UNITED MORTGAGE, LLC ROYAL UNITED MORTGAGE LLC 401(K) PLAN	INDIANAPOLIS, IN	Advisor / Consultant	266	$15.5M	$43K	$0
THE SCHNEIDER CORPORATION THE SCHNEIDER CORPORATION 401(K) PROFIT SHARING PLAN	INDIANAPOLIS, IN	Advisor / Consultant	88	$13.8M	$24K	$0
HUGHES GROUP, INC. HUGHES GROUP, INC. 401(K) PLAN	JEFFERSONVILLE, IN	Advisor / Consultant	180	$12.1M	$28K	$0
HUGHES GROUP, INC. HUGHES GROUP, INC. 401(K) PLAN	JEFFERSONVILLE, IN	Advisor / Consultant	356	$10.2M	$25K	$0
HUGHES GROUP, INC. HUGHES GROUP, INC. 401(K) PLAN	JEFFERSONVILLE, IN	Advisor / Consultant	291	$10.1M	$25K	$0
BULLDOG BATTERY CORPORATION BULLDOG BATTERY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN	WABASH, IN	Advisor / Consultant	61	$8.1M	$10K	$0
POYNTER CHEVROLET BUICK, CADILLAC GMC TRUCKS, INC. BOB POYNTER AUTO GROUP 401(K) RETIREMENT PLAN	SEYMOUR, IN	Other service providers	120	$6.8M	$24K	$0
POYNTER CHEVROLET BUICK, CADILLAC GMC TRUCKS, INC. BOB POYNTER AUTO GROUP 401(K) RETIREMENT PLAN	SEYMOUR, IN	Other service providers	117	$5.6M	$23K	$0