Marshall & Sterling Wealth

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

2,235

Total plan assets

$185.8M

Filings (rows)

Direct comp

$106K

Indirect comp

Showing only "MARSHALL & STERLING WEALTH"

View all 10 variants aggregated →

MARSHALL & MOSS PAYROLL COMPLIANCE37 MARSHALL & MOSS ADMIN SERVICES34 MARSHALL & MOSS LLP34 MARSHALL & STERLING EMPLOYEE BENEFI18 MARSHALL & STERLING WEALTH ADVISORS10 MARSHALL & MOSS4 MARSHALL & STERLING

SERVICES PROVIDED

Other service providers2

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Centerlight Healthcare, Inc. Centerlight Healthcare, Inc.403(b) Retirement Plan · all filings	FLUSHING, NY	Other service providers	654	$94.3M	$53K	$0
Centerlight Health System Centerlight Health System 403(b) Retirement Plan · all filings	FLUSHING, NY	Advisor / Consultant	1,437	$87.5M	$30K	$0
Swedish Institute, Inc. Swedish Holdings 401(k) Plan · all filings	NEW YORK, NY	Other service providers	144	$4.0M	$24K	$0