Shepherd Financial

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

2,962

Total plan assets

$771.0M

Filings (rows)

Direct comp

$57K

Indirect comp

Showing only "SHEPHERD FINANCIAL"

View all 14 variants aggregated →

SHEPHERD FINANCIAL INVESTMENT ADVIS108 SHEPHERD FINANCIAL INVESTMENT55 SHEPHERD FINANCIAL INVEST ADVISORY32 SHEPHERD FINANCIAL INVESTMENT ADV22 SHEPHERD FINANCIAL INV ADVISORY12 SHEPHERD FINANCIAL INV11 SHEPHERD FINANCIAL PARTNERS

SERVICES PROVIDED

Advisor / Consultant2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Elanco US, Inc. The Elanco US, Inc. 401(k) Plan · all filings	GREENFIELD, IN	Advisor / Consultant	2,841	$619.6M	$48K	$0
Ermco, Inc. Ermco, Inc. Employee Stock Ownership Plan · all filings	INDIANAPOLIS, IN	Advisor / Consultant	121	$151.4M	$9K	$0