Plans listing this provider
16
0.03% of the 56,420 plans with Schedule H financials; 13 in 2023
Providers › Shepherd Financial Investment Advis
Shepherd Financial Investment Advis
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $498,877
Assets of those plans
$339,929,496
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$498,877
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 16 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Marian, Inc. Employees 401(k) and Profit Sharing Plan | Marian | $51,622,070 | 339 | $21,320 |
| Thompson Thrift Retirement Plan | Thompson Thrift Construction | $45,960,484 | 749 | $25,996 |
| Verista, Inc. 401(k) Plan | Verista | $39,227,933 | 599 | $49,270 |
| The Gratitude PEP | Pentegra Services | $35,585,295 | 432 | $12,401 |
| Ivan Ware & Son Inc. 401(k) Profit Sharing Plan | Ivan Ware & Son | $32,435,044 | 154 | $64,184 |
| R.F.I. 401(k) Plan | Ryan Fireprotection | $24,385,390 | 230 | $54,761 |
| Protrans International, LLC 401(k) Plan | Protrans International | $23,901,355 | 873 | $22,000 |
| Grafton School, Inc. 401(k) Plan | Grafton School | $20,320,291 | 724 | $44,032 |
| Howard Companies 401(k) Plan | Howard Companies | $18,108,355 | 522 | $34,588 |
| Jet Access Team Solutions, LLC 401(k) Plan | Jet Access Team Solutions | $13,654,940 | 387 | $39,149 |
| Citizens Bank Employees' Retirement Savings Plan | Citizens Bank | $9,054,630 | 141 | $24,976 |
| Epika Fleet Services 401(k) Plan | Lubezone | $6,352,226 | 228 | $23,796 |
| Capitol Construction Services 401(k) | Capitol Construction Services | $5,821,015 | 155 | $21,061 |
| Suburban Health at Home Retirement Plan | Suburban Health at Home | $5,739,508 | 261 | $21,439 |
| GSF USA, Inc. 401(k) Retirement Plan | GSF USA | $4,716,794 | 137 | $26,673 |
| Viwintech Window & Door, Inc. 401(k) Retirement Savings Plan | Viwintech Window & Door | $3,044,166 | 293 | $13,231 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.