Shepherd Financial Investment Advis — 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 Advis is reported as a service provider on 31 loaded Form 5500 filing(s) across 31 plan sponsor(s) and 31 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $686,280 and reported indirect compensation totals $251,175.
Schedule C · 2023
Reported compensation dashboard
Total reported compensation$937.5KDirect + indirect, across loaded filings$937,455
Plans served31
Plan sponsors31
Filings31
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 compensation7%Verista, Inc.
Top state share of plans77%IN
Plan sponsors served31
By reported compensation
Top plan sponsors by reported compensation
Employers reporting the most compensation to Shepherd Financial Investment Advis. Bars show relative scale.
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Geographic reach
State footprint
States where plans reporting Shepherd Financial Investment Advis are sponsored, by plan count.
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Verista, Inc. | Verista, Inc. 401(K) Plan | 2023 | $62,530 | not reported in the loaded dataset |
| Centerstone Of America, Inc. | Centerstone Of America, Inc. 403(B) Retirement Plan | 2023 | $0 | $55,486 |
| Ivan Ware & Son Inc. | Ivan Ware & Son Inc. 401(K) Profit Sharing Plan | 2023 | $53,158 | not reported in the loaded dataset |
| Schmidt Associates Inc. | Schmidt Associates Inc. 401k And Profit Sharing Plan | 2023 | $48,619 | not reported in the loaded dataset |
| Ryan Fireprotection, Inc. | R.F.I. 401(K) Plan | 2023 | $46,652 | not reported in the loaded dataset |
| Meade Holdings, LLC | Meade Holdings 401(K) Plan | 2023 | $46,356 | not reported in the loaded dataset |
| Danny Herman Trucking, Inc. | Savings Plan Of Danny Herman Trucking Employees | 2023 | $45,035 | not reported in the loaded dataset |
| Ermco, Inc. | Ermco, Inc. 401(K) Savings Plan | 2023 | $0 | $40,020 |
| National Salvage & Service Corp. | National Salvage & Service Corp. 401k Profit Sharing Plan | 2023 | $39,153 | not reported in the loaded dataset |
| Winkler, Inc. | Winkler, Inc. Employees' Profit Sharing Plan | 2023 | $0 | $35,987 |
| Protrans International, LLC | Pro Trans International, LLC 401(K) Plan | 2023 | $33,000 | not reported in the loaded dataset |
| Jet Access Team Solutions, LLC | Jet Access Team Solutions, LLC 401(K) Plan | 2023 | $32,902 | not reported in the loaded dataset |
| Performance Validation, Inc. | Performance Validation, Inc. 401(K) Plan | 2023 | $0 | $31,441 |
| Ratio States, LLC | Ratio States, LLC 401(K) Plan | 2023 | $0 | $26,573 |
| Thompson Thrift Construction, Inc. | Thompson Thrift Retirement Plan | 2023 | $25,990 | not reported in the loaded dataset |
| Jackson County Bank | Jackson County Bank Deferred Savings Plan | 2023 | $25,273 | not reported in the loaded dataset |
| Seven Counties Services | Seven Counties Services Retirement Savings Plan | 2023 | $0 | $24,618 |
| The Schneider Corporation | The Schneider Corporation 401(K) Profit Sharing Plan | 2023 | $24,000 | not reported in the loaded dataset |
| Alt & Witzig Engineering, Inc. | Alt & Witzig Engineering, Inc. 401(K) Plan | 2023 | $23,864 | not reported in the loaded dataset |
| Gsf Usa, Inc. | Gsf Usa, Inc. 401(K) Retirement Plan | 2023 | $23,576 | not reported in the loaded dataset |
| The Lebermuth Company, Inc. | The Lebermuth Company, Inc. Employees Retirement Plan And Trust | 2023 | $22,978 | $5 |
| Direct Connect Logistix, Inc. | Direct Connect Logistix, Inc. 401(K) Plan | 2023 | $0 | $22,102 |
| Citizens Bank | Citizens Bank Employees' Retirement Savings Plan | 2023 | $22,039 | not reported in the loaded dataset |
| Marian, Inc. | Marian, Inc. Employees 401(K) And Profit Sharing Plan | 2023 | $21,320 | not reported in the loaded dataset |
| Pemberton Truck Lines, Inc. | Pemberton Truck Lines 401(K) Plan | 2023 | $20,468 | not reported in the loaded dataset |
| Howard Companies, LLC | Howard Companies 401(K) Plan | 2023 | $19,288 | not reported in the loaded dataset |
| Capitol Construction Services, Inc | Capitol Construction Services 401(K) | 2023 | $18,290 | not reported in the loaded dataset |
| Suburban Home Health | Suburban Home Health Retirement Plan | 2023 | $16,541 | not reported in the loaded dataset |
| Viwintech Window & Door, Inc. | Viwintech Window & Door, Inc. 401(K) Retirement Savings Plan | 2023 | $15,248 | not reported in the loaded dataset |
| Adec, Inc. | Adec Retirement Plan | 2023 | $0 | $9,577 |
| J. C. Hart Company, Inc. | Hart Saver - 401(K) Plan | 2023 | $0 | $5,366 |
Related Form 5500 pages
- Verista, Inc. 401(K) Plan (plan 001)
- Verista, Inc. — all reported plans
- Centerstone Of America, Inc. 403(B) Retirement Plan (plan 001)
- Centerstone Of America, Inc. — all reported plans
- Ivan Ware & Son Inc. 401(K) Profit Sharing Plan (plan 001)
- Ivan Ware & Son Inc. — all reported plans
- Schmidt Associates Inc. 401k And Profit Sharing Plan (plan 001)
- Schmidt Associates Inc. — all reported plans
- R.F.I. 401(K) Plan (plan 001)
- Ryan Fireprotection, Inc. — all reported plans
- Meade Holdings 401(K) Plan (plan 001)
- Meade Holdings, LLC — all reported plans
- Savings Plan Of Danny Herman Trucking Employees (plan 001)
- Danny Herman Trucking, Inc. — all reported plans
- Ermco, Inc. 401(K) Savings Plan (plan 002)
- Ermco, Inc. — all reported plans
- National Salvage & Service Corp. 401k Profit Sharing Plan (plan 001)
- National Salvage & Service Corp. — all reported plans
- Winkler, Inc. Employees' Profit Sharing Plan (plan 002)
- Winkler, Inc. — all reported plans
- Pro Trans International, LLC 401(K) Plan (plan 001)
- Protrans International, LLC — all reported plans
- Jet Access Team Solutions, LLC 401(K) Plan (plan 001)
- Jet Access Team Solutions, LLC — all reported plans
- Performance Validation, Inc. 401(K) Plan (plan 001)
- Performance Validation, Inc. — all reported plans
- Ratio States, LLC 401(K) Plan (plan 002)
- Ratio States, LLC — all reported plans
- Thompson Thrift Retirement Plan (plan 001)
- Thompson Thrift Construction, Inc. — all reported plans
- Jackson County Bank Deferred Savings Plan (plan 002)
- Jackson County Bank — all reported plans
- Seven Counties Services Retirement Savings Plan (plan 001)
- Seven Counties Services — all reported plans
- The Schneider Corporation 401(K) Profit Sharing Plan (plan 002)
- The Schneider Corporation — all reported plans
- Alt & Witzig Engineering, Inc. 401(K) Plan (plan 001)
- Alt & Witzig Engineering, Inc. — all reported plans
- Gsf Usa, Inc. 401(K) Retirement Plan (plan 001)
- Gsf Usa, Inc. — all reported plans
- The Lebermuth Company, Inc. Employees Retirement Plan And Trust (plan 001)
- The Lebermuth Company, Inc. — all reported plans
- Direct Connect Logistix, Inc. 401(K) Plan (plan 001)
- Direct Connect Logistix, Inc. — all reported plans
- Citizens Bank Employees' Retirement Savings Plan (plan 003)
- Citizens Bank — all reported plans
- Marian, Inc. Employees 401(K) And Profit Sharing Plan (plan 001)
- Marian, Inc. — all reported plans
- Pemberton Truck Lines 401(K) Plan (plan 001)
- Pemberton Truck Lines, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources