Shepherd Insurance, Llc 401(k) Plan
Sponsored by Shepherd Insurance, Llc · EIN 453540375 · Plan #001
- Total assets
- $55.7M
- Net assets
- $55.7M
- Active participants
- 532
- With balances
- 580
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Shepherd Financial Investment Advisory Llc CRD 288623 | fuzzy_auto · 99% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Shepherd Financial Investment Adv | Investment advisory (plan) | $101,880 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $41,973 |
| The Finway Group Llc | Contract administrator | $13,410 |
| Empower Advisory Group | Investment management | $7,399 |