CEDARSTONE ADVISORS

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

17,895

Total plan assets

$6.9B

Filings (rows)

Direct comp

$230K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant2

Broker1

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
SOUTHERN CALIFORNIA EDISON COMPANY EDISON 401(K) SAVINGS PLAN	ROSEMEAD, CA	Advisor / Consultant INVESTMENT ADVISOR	14,119	$5.7B	$186K
PEPPERDINE UNIVERSITY PEPPERDINE UNIVERSITY RETIREMENT PLAN	MALIBU, CA	Broker SECURITIES BROKER	2,003	$633.5M	$16K
PEPPERDINE UNIVERSITY PEPPERDINE UNIVERSITY RETIREMENT PLAN