# Shepherd Financial Investment Advisory LLC
Source: https://planprovider.pro/provider/shepherd-financial-investment-advisory-llc

> Built around a fiduciary advisory model, Shepherd Financial Investment Advisory LLC works with retirement plan sponsors and individuals on long-term planning…

Retirement Plan Advisor

Carmel, IN

## About Shepherd Financial Investment Advisory LLC

<p>Built around a fiduciary advisory model, Shepherd Financial Investment Advisory LLC works with retirement plan sponsors and individuals on long-term planning and investment oversight. Founded in 2015, the firm reported $5.5B in AUM as of 2026.</p>

<p>Headquartered in Carmel in the Indianapolis metro, with an additional office in New Albany in the Louisville area, Shepherd Financial supports organizations across Indiana and nearby markets. Its retirement plan consulting work covers employee engagement, plan fiduciary support, and investment strategy reviews for employer-sponsored plans.</p>

<p>On the personal and business side, the firm provides financial planning and wealth management, along with business planning that includes succession planning and key person protection. The team uses a collaborative style to align recommendations with each client’s goals and governance needs.</p>

<p>What sets Shepherd Financial apart is the combination of retirement plan consulting and business planning services under one advisory firm, which can simplify coordination for closely held businesses with employer plans.</p>

<ul>
<li><a href="/plan-advisors">Plan advisor</a> services for retirement plan sponsors</li>
<li>Fiduciary support and investment strategy reviews</li>
<li>Employee engagement support tied to retirement plans</li>
<li>Wealth management and financial planning</li>
<li>Business planning, including succession planning and key person protection</li>
</ul>

Website: [https://www.shepherdfin.com/](https://www.shepherdfin.com/)

Founded: 2015

## Office Locations

- Carmel, IN (Headquarters)

- New Albany, IN

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $5.5B

## Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| THE ELANCO US, INC. 401(K) PLAN|ELANCO US, INC., IN|$677M|3,006|

| RED GOLD, INC. 401(K) PROFIT SHARING PLAN|RED GOLD, INC., IN|$162M|1,502|

| LIPSCOMB UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN|LIPSCOMB UNIVERSITY, TN|$152M|1,231|

| ERMCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN|ERMCO, INC., IN|$147M|121|

| CENTERSTONE OF AMERICA, INC. 403(B) RETIREMENT PLAN|CENTERSTONE OF AMERICA, INC., TN|$121M|4,133|

| EMPLOYEES' SAVINGS PLAN OF BECK'S SUPERIOR HYBRIDS, INC.|BECK'S SUPERIOR HYBRIDS, INC., IN|$109M|1,061|

| ROSE ACRE FARMS EMPLOYEES' 401(K) PLAN|ROSE ACRE FARMS, INC., IN|$100M|2,801|

| CIT TRUCKS RETIREMENT READINESS PLAN|CIT TRUCKS, LLC, IL|$57M|893|

| HURCO COMPANIES INC. 401(K) RETIREMENT PLAN|HURCO COMPANIES, INC., IN|$51M|194|

| SEVEN COUNTIES SERVICES RETIREMENT SAVINGS PLAN|SEVEN COUNTIES SERVICES, KY|$51M|1,470|

| SELECTRANSPORTATION RESOURCES, L.L.C. RETIREMENT SAVINGS PLAN|SELECTRANSPORTATION RESOURCES, L.L.C., TX|$45M|540|

| WILHELM CONSTRUCTION, INC. 401(K) PLAN|WILHELM CONSTRUCTION, INC., IN|$43M|638|

| ELWOOD STAFFING SERVICES, INC. 401(K) RETIREMENT PLAN|ELWOOD STAFFING SERVICES, INC., IN|$35M|13,000|

| RATIO STATES, LLC 401(K) PLAN|RATIO STATES, LLC, IN|$35M|215|

| VOSS INDUSTRIES 401(K) RETIREMENT PLAN|PGP CORPORATION, MI|$31M|238|

| ADVANCED TURF SOLUTIONS 401(K) PLAN|ADVANCED TURF SOLUTIONS, INC, IN|$30M|354|

| SHEPHERD POOLED EMPLOYER PLAN|STANDARD RETIREMENT SERVICES, INC., OR|$30M|2,048|

| SCHMIDT ASSOCIATES INC. 401K AND PROFIT SHARING PLAN|SCHMIDT ASSOCIATES INC., IN|$26M|132|

| PROTRANS INTERNATIONAL, LLC 401(K) PLAN|PROTRANS INTERNATIONAL, LLC, IN|$24M|685|

| KPG CORP. 401(K) RETIREMENT PLAN|KPG CORP., IN|$23M|737|

Showing top 20 of 63 plans serviced in 2024.

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