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"

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

Advisor / Consultant17

Other service providers3

Prospecting the plans that use Shepherd Financial Investment ADV?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 20 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Shepherd Insurance, LLC Shepherd Insurance, LLC 401(k) Plan · all filings	CARMEL, IN	Advisor / Consultant	532	$55.7M	$102K	$0
Wilhelm Construction, Inc. Wilhelm Construction, Inc. 401(k) Plan · all filings	INDIANAPOLIS, IN	Advisor / Consultant	638	$42.7M	$22K	$0
Shepherd Insurance, LLC Shepherd Insurance, LLC 401(k) Plan · all filings	CARMEL, IN	Advisor / Consultant	482	$42.7M	$79K	$0
Shepherd Insurance, LLC Shepherd Insurance, LLC 401(k) Plan · all filings	CARMEL, IN	Advisor / Consultant	433	$34.1M	$76K	$0
Wilhelm Construction, Inc. Wilhelm Construction, Inc. 401(k) Plan · all filings	INDIANAPOLIS, IN	Advisor / Consultant	483	$26.9M	$23K	$0
Highpoint Digital, Inc. Highpoint 401(k) Retirement Plan · all filings	INDIANAPOLIS, IN	Advisor / Consultant	218	$26.0M	$21K	$0
Kreuter Manufacturing Company, Inc. KMC Controls, Inc. 401(k) Plan and Trust · all filings	NEW PARIS, IN	Advisor / Consultant	147	$19.1M	$33K	$0
Kreuter Manufacturing Company, Inc. KMC Controls, Inc. 401(k) Plan and Trust · all filings	NEW PARIS, IN	Advisor / Consultant	153	$19.0M	$33K	$0
Royal United Mortgage, LLC Royal United Mortgage LLC 401(k) Plan · all filings	INDIANAPOLIS, IN	Advisor / Consultant	277	$18.6M	$32K	$0
Royal United Mortgage, LLC Royal United Mortgage LLC 401(k) Plan · all filings	INDIANAPOLIS, IN	Advisor / Consultant	274	$17.3M	$37K	$0
Winkler, Inc. Winkler, Inc. Employees' Profit Sharing Plan · all filings	DALE, IN	Other service providers	435	$16.9M	$0	$44K
Kreuter Manufacturing Company, Inc. KMC Controls, Inc. 401(k) Plan and Trust · all filings	NEW PARIS, IN	Advisor / Consultant	139	$15.7M	$33K	$0
Royal United Mortgage, LLC Royal United Mortgage LLC 401(k) Plan · all filings	INDIANAPOLIS, IN	Advisor / Consultant	266	$15.5M	$43K	$0
The Schneider Corporation The Schneider Corporation 401(k) Profit Sharing Plan · all filings	INDIANAPOLIS, IN	Advisor / Consultant	88	$13.8M	$24K	$0
Hughes Group, Inc. Hughes Group, Inc. 401(k) Plan · all filings	JEFFERSONVILLE, IN	Advisor / Consultant	180	$12.1M	$28K	$0
Hughes Group, Inc. Hughes Group, Inc. 401(k) Plan · all filings	JEFFERSONVILLE, IN	Advisor / Consultant	356	$10.2M	$25K	$0
Hughes Group, Inc. Hughes Group, Inc. 401(k) Plan · all filings	JEFFERSONVILLE, IN	Advisor / Consultant	291	$10.1M	$25K	$0
Bulldog Battery Corporation Bulldog Battery Employee Stock Ownership and 401(k) Plan · all filings	WABASH, IN	Advisor / Consultant	61	$8.1M	$10K	$0
Poynter Chevrolet Buick, Cadillac GMC Trucks, Inc. Bob Poynter Auto Group 401(k) Retirement Plan · all filings	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 · all filings	SEYMOUR, IN	Other service providers	117	$5.6M	$23K	$0