Form 5500 Search

SHEPHERD FINC INV ADVISORY

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
3
Active participants
470
Total plan assets
$14.9M
Filings (rows)
3
Direct comp
$30K
Indirect comp
$0

SERVICES PROVIDED

Other3

Top plans served

All 3 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
ELANCO US INC.
ELANCO US INC. FORT DODGE LOCAL 1155 EMPLOYEES' PENSION PLAN
GREENFIELD, IN
Other
NONE
149$5.2M$15K
ELANCO US INC.
ELANCO US INC. FORT DODGE LOCAL 1155 EMPLOYEES' PENSION PLAN
GREENFIELD, IN
Other
NONE
169$5.1M$5K
ELANCO US INC.
ELANCO US INC. FORT DODGE LOCAL 6 EMPLOYEES' PENSION PLAN
GREENFIELD, IN
Other
NONE
152$4.7M$10K
SHEPHERD FINC INV ADVISORY — Form 5500 Service Provider Profile | Form 5500 Search