Shepherd Financial Investments

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

17,351

Total plan assets

$822.7M

Filings (rows)

Direct comp

$260K

Indirect comp

Showing only "SHEPHERD FINANCIAL INVESTMENTS"

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 / Consultant3

Other service providers3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Worksmart Systems, Inc. Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust · all filings	INDIANAPOLIS, IN	Advisor / Consultant	6,062	$327.7M	$48K	$0
Worksmart Systems, Inc. Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust · all filings	INDIANAPOLIS, IN	Advisor / Consultant	5,653	$258.6M	$9K	$0
Worksmart Systems, Inc. Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust · all filings	INDIANAPOLIS, IN	Advisor / Consultant	5,094	$208.0M	$115K	$0
Vomac Truck Sales & Service, Inc. Vomac Truck Sales 401(k) Retirement Plan · all filings	EVANSVILLE, IN	Other service providers	178	$11.0M	$31K	$0
Vomac Truck Sales & Service, Inc. Vomac Truck Sales 401(k) Retirement Plan · all filings	EVANSVILLE, IN	Other service providers	181	$9.7M	$28K	$0
Vomac Truck Sales & Service, Inc. Vomac Truck Sales 401(k) Retirement Plan · all filings	EVANSVILLE, IN	Other service providers	183	$7.7M	$28K	$0