Shepherd Financial Invest. Advisory — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Shepherd Financial Invest. Advisory is reported as a service provider on 10 loaded Form 5500 filing(s) across 10 plan sponsor(s) and 10 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $193,963 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $193,963
- Reported indirect compensation
- $0
- Total reported compensation
- $193,963
- Filings
- 10
- Plan sponsors
- 10
- Plans
- 10
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Theoris, Inc. | IN | 1 | $29,878 |
| Ogre Holdings, LLC | IN | 1 | $28,521 |
| Hardingpoorman, Inc. | IN | 1 | $25,433 |
| Van Ausdall & Farrar Inc. | IN | 1 | $24,203 |
| Park 100 Foods, Inc. | IN | 1 | $24,000 |
| Global Plastics, Inc. | IN | 1 | $19,123 |
| Our Hospice Of South Central Ind | IN | 1 | $13,394 |
| Lindal North America, Inc | IN | 1 | $11,909 |
| Hisada America, Inc. | IN | 1 | $8,796 |
| Bone Dry Roofing, Inc. | IN | 1 | $8,706 |
State footprint
Plans reporting Shepherd Financial Invest. Advisory are sponsored in IN (10).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Theoris, Inc. | Theoris Group, Inc. 401(K) Profit Sharing Plan | 2023 | $29,878 | $0 |
| Ogre Holdings, LLC | Ogre Holdings, LLC 401(K) Profit Sharing Plan & Trust | 2023 | $28,521 | $0 |
| Hardingpoorman, Inc. | Hardingpoorman, Inc. 401(K) Plan | 2023 | $25,433 | $0 |
| Van Ausdall & Farrar Inc. | Van Ausdall & Farrar Inc. Employee Retirement Plan | 2023 | $24,203 | $0 |
| Park 100 Foods, Inc. | Park 100 Foods 401(K) Savings Plan | 2023 | $24,000 | $0 |
| Global Plastics, Inc. | The Global Companies 401(K) Plan | 2023 | $19,123 | $0 |
| Our Hospice Of South Central Ind | Our Hospice Retirement Plan | 2023 | $13,394 | $0 |
| Lindal North America, Inc | Lindal North America, Inc 401k Plan | 2023 | $11,909 | $0 |
| Hisada America, Inc. | Hisada America, Inc. 401(K) Retirement Savings Plan | 2023 | $8,796 | $0 |
| Bone Dry Roofing, Inc. | Bone Dry Roofing 401(K) Trust Plan | 2023 | $8,706 | $0 |
Related Form 5500 pages
- Theoris Group, Inc. 401(K) Profit Sharing Plan (plan 001)
- Theoris, Inc. — all reported plans
- Ogre Holdings, LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Ogre Holdings, LLC — all reported plans
- Hardingpoorman, Inc. 401(K) Plan (plan 001)
- Hardingpoorman, Inc. — all reported plans
- Van Ausdall & Farrar Inc. Employee Retirement Plan (plan 002)
- Van Ausdall & Farrar Inc. — all reported plans
- Park 100 Foods 401(K) Savings Plan (plan 001)
- Park 100 Foods, Inc. — all reported plans
- The Global Companies 401(K) Plan (plan 001)
- Global Plastics, Inc. — all reported plans
- Our Hospice Retirement Plan (plan 001)
- Our Hospice Of South Central Ind — all reported plans
- Lindal North America, Inc 401k Plan (plan 001)
- Lindal North America, Inc — all reported plans
- Hisada America, Inc. 401(K) Retirement Savings Plan (plan 001)
- Hisada America, Inc. — all reported plans
- Bone Dry Roofing 401(K) Trust Plan (plan 001)
- Bone Dry Roofing, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources