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  2. Zane Shepherd Financial

Filings through Oct 24, 2026.

Zane Shepherd Financial

EIN 20-4976836-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$124K assets
Health & Benefits
0
Participants
19
412 VILLAGE DR, STE 100 - MURPHY, TX 75094972-633-2222zaneshepherdfinancial.comLinkedIn1-10 employees
Plans on this EIN
1 filing
#001401(k)-$124K - 19 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

ZANE SHEPHERD FINANCIAL SERVICES INC. 401K PLAN

401(k)

Assets$124K
Participants19
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ZANE SHEPHERD FINANCIAL SERVICES INC. 401K PLAN401(k)$124K192025
  • ZANE SHEPHERD FINANCIAL SERVICES INC. 401K PLAN$124K
    #001 · 401(k) · 202519
Retirement plans
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