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 ADVIS103 SHEPHERD FINANCIAL INVESTMENT53 SHEPHERD FINANCIAL INVEST ADVISORY28 SHEPHERD FINANCIAL INVESTMENT ADV20 SHEPHERD FINANCIAL INV11 SHEPHERD FINANCIAL INV ADVISORY9 SHEPHERD FINANCIAL INVESTMENTS

SERVICES PROVIDED

Advisor / Consultant2

Plans served

All 2 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
ELANCO US, INC. THE ELANCO US, INC. 401(K) PLAN	GREENFIELD, IN	Advisor / Consultant	2,841	$619.6M	$48K	$0
ERMCO, INC. ERMCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN	INDIANAPOLIS, IN	Advisor / Consultant	121	$151.4M	$9K