Shepherd Financial Partners

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

1,643

Total plan assets

$373.8M

Filings (rows)

Direct comp

$301K

Indirect comp

Showing only "SHEPHERD FINANCIAL PARTNERS"

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
R.G. Vanderweil Engineers, LLP The Vanderweil Companies Savings Plan · all filings	BOSTON, MA	Advisor / Consultant	479	$138.4M	$47K	$0
R.G. Vanderweil Engineers, LLP The Vanderweil Companies Savings Plan · all filings	BOSTON, MA	Advisor / Consultant	459	$118.4M	$48K	$0
R.G. Vanderweil Engineers, LLP The Vanderweil Companies Savings Plan · all filings	BOSTON, MA	Advisor / Consultant	424	$98.4M	$48K	$0
Excel Orthopaedic Specialists Excel Orthopaedic Specialists Cash Balance Plan · all filings	WOBURN, MA	Other service providers	94	$7.6M	$63K	$0
Excel Orthopaedic Specialists Excel Orthopaedic Specialists Cash Balance Plan · all filings	WOBURN, MA	Other service providers	95	$6.1M	$50K	$0
Excel Orthopaedic Specialists Excel Orthopaedic Specialists Cash Balance Plan · all filings	WOBURN, MA	Other service providers	92	$4.9M	$46K	$0