Shepherd Pooled Employer Plan
Sponsored by Standard Retirement Services, Inc. · EIN 251838406 · Plan #104
- Total assets
- $29.7M
- Net assets
- $29.7M
- Active participants
- 2,048
- With balances
- 1,028
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 · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $168,775 |
| Shepherd Financial Inv Advisior | Investment advisory (plan), Consulting fees | $93,325 |