Sponsor portfolio
SHEPHERD FINANCIAL GROUP LLC
EIN 87-4396803Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$18K assets
Welfare
0
Participants
5
816 W FRANCIS AVE, 574 - SPOKANE, WA 99205509-499-6876
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SHEPHERD FINANCIAL GROUP LLC 401K PLAN | 401k | $18K | 5 | 2025 |
Retirement plans