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

Plans served

All 6 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
R.G. VANDERWEIL ENGINEERS, LLP THE VANDERWEIL COMPANIES SAVINGS PLAN	BOSTON, MA	Advisor / Consultant	479	$138.4M	$47K	$0
R.G. VANDERWEIL ENGINEERS, LLP