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SHEPARD FINANCIAL

EIN 45-4240707-financial services-Latest filing 2025
Plans
1
Retirement
1
$381K assets
Welfare
0
Participants
7
701 US ROUTE 1 STE 4 - YARMOUTH, ME 040967006207-847-4032shepard-financial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$381K - 7 part

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Retirement#001

SHEPARD FINANCIAL INDEPENDANCE 401K PLAN

401k

Assets$381K
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SHEPARD FINANCIAL INDEPENDANCE 401K PLAN401k$381K72025
Retirement plans
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