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THE SHEPHERD GROUP, LLC

EIN 38-3946117-financial services-Latest filing 2024
Plans
1
Retirement
1
$1.1M assets
Welfare
0
Participants
11
610 EAGLE STREET - UTICA, NY 13501315-735-9261shepherdwealthgroup.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.1M - 11 part

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Retirement#001

THE SHEPHERD GROUP, LLC 401(K) PLAN

401k

Assets$1.1M
Participants11
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE SHEPHERD GROUP, LLC 401(K) PLAN401k$1.1M112024
Retirement plans
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