Marshall and Sterling Wealth ADV

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

563

Total plan assets

$91.4M

Filings (rows)

Direct comp

$225K

Indirect comp

Showing only "MARSHALL AND STERLING WEALTH ADV"

View all 6 variants aggregated →

MARSHALL AND MOSS LLP15 MARSHALL AND MOSS4 MARSHALL AND STEVENS3 MARSHALL AND STERLING WEALTH ADV3 MARSHALL AND STERLING2 MARSHALL AND ISLEY TRUST2

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Pentland USA, Inc. Pentland USA, Inc. 401(k) Plan · all filings	CYPRESS, CA	Advisor / Consultant	180	$33.5M	$54K	$0
Pentland USA, Inc. Pentland USA, Inc. 401(k) Plan · all filings	CYPRESS, CA	Advisor / Consultant	172	$31.9M	$63K	$0
Pentland USA, Inc. Pentland USA, Inc. 401(k) Plan · all filings	CYPRESS, CA	Advisor / Consultant	211	$26.0M	$108K	$0