Shepherd Financial Investment — 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 Investment is reported as a service provider on 17 loaded Form 5500 filing(s) across 17 plan sponsor(s) and 17 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $435,594 and reported indirect compensation totals not reported in the loaded dataset.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$435.6KDirect + indirect, across loaded filings$435,594
Plans served17
Plan sponsors17
Filings17
Direct vs. indirect compensation
Direct compensation$435.6K
Indirect compensationNot reported

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.

Computed from loaded filings

Concentration

Top sponsor share of compensation17%Rose Acre Farms, Inc.
Top state share of plans71%IN
Plan sponsors served17
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Shepherd Financial Investment. Bars show relative scale.

  1. 1
    IN · 1 plan(s)
  2. 2
  3. 3
    Kpg Corp.$41.7K
    IN · 1 plan(s)
  4. 4
  5. 5
    IN · 1 plan(s)
  6. 6
  7. 7
  8. 8
    IN · 1 plan(s)
  9. 9
    IN · 1 plan(s)
  10. 10
    IN · 1 plan(s)
Geographic reach

State footprint

States where plans reporting Shepherd Financial Investment are sponsored, by plan count.

  1. 1
    IN12 plan(s)
  2. 2
    KY2 plan(s)
  3. 3
    MI1 plan(s)
  4. 4
    OH1 plan(s)
  5. 5
    TX1 plan(s)

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Rose Acre Farms, Inc.Rose Acre Farms Employees' 401(K) Plan2023$72,119not reported in the loaded dataset
Selectransportation Resources, L.L.C.Selectransportation Resources, L.L.C. Retirement Savings Plan2023$44,570not reported in the loaded dataset
Kpg Corp.Kpg Corp.2023$41,733not reported in the loaded dataset
Elwood Staffing Services, Inc.Elwood Staffing Services, Inc. 401(K) Retirement Plan2023$36,000not reported in the loaded dataset
R.T. Moore Co. Inc.R.T. Moore Co. Inc. 401(K) Profit Sharing Plan2023$32,945not reported in the loaded dataset
Hagerman Construction CorporationThe Hagerman Group 401(K) Plan2023$32,165not reported in the loaded dataset
Beck'S Superior Hybrids, Inc.Employees' Savings Plan Of Beck'S Superior Hybrids, Inc.2023$17,988not reported in the loaded dataset
Vandor CorporationVandor Corporation Employee Benefit Retirement Plan2023$17,853not reported in the loaded dataset
American Fibertech CorporationAmerican Fibertech Corporation 401(K) Plan2023$17,574not reported in the loaded dataset
Aero Industries, Inc.Aero Industries, Inc. 401(K) Plan2023$17,347not reported in the loaded dataset
Roller Die & Forming Co., Inc.Roller Die & Forming Co., Inc. Profit Sharing Plan2023$16,719not reported in the loaded dataset
Calhoun Construction Services, Inc.Calhoun Construction Services 401(K) Plan2023$15,959not reported in the loaded dataset
The Blakley CorporationEmployees' Profit Sharing And Salary Reduction Plan Of The Blakley Corporation2023$15,367not reported in the loaded dataset
Crew Carwash, Inc.Crew Carwash 401k Plan2023$15,000not reported in the loaded dataset
Pgp CorporationVoss Industries 401(K) Retirement Plan2023$14,995not reported in the loaded dataset
Button Motors Inc.Chariot Auto Retirement Readiness 401(K)Plan2023$14,000not reported in the loaded dataset
Powers And Sons, LLCPowers And Sons, LLC 401(K) Plan2023$13,260not reported in the loaded dataset

Related Form 5500 pages