SHEPHERD RINANCIAL INVESTMENT ADVIS

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

586

Total plan assets

$19.4M

Filings (rows)

Direct comp

$39K

Indirect comp

SERVICES PROVIDED

Other2

Top plans served

All 2 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
WALOR NORTH AMERICA, INC. HIRSCHVOGEL 401(K) PLAN	COLUMBUS, OH	Other NONE	271	$10.2M	$27K
HIRSCHVOGEL, INC. HIRSCHVOGEL INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST	COLUMBUS, OH	Other NONE	315	$9.2M	$12K