· 2022–2024 · DOL EFAST2
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ROBERTSON STEPHENS WEALTH MANA — Form 5500 Service Provider Profile | Form 5500 Search
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ROBERTSON STEPHENS WEALTH MANA
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
1
Active participants
17,444
Total plan assets
$16.8B
Filings (rows)
1
Direct comp
$235K
Indirect comp
$0
Showing only "ROBERTSON STEPHENS WEALTH MANA"
View all 4 variants aggregated →
ROBERTSON STEPHENS WEALTH MANAGEMEN
5
ROBERTSON STEPHENS WEALTH MANA
1
ROBERTSON STEPHENS
1
ROBERTSON STEPHENS WEALTH MNGMNT
1
SERVICES PROVIDED
Advisor / Consultant
1
Plans served
All 1 plans
Export CSV
(1)
Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
UNITED AIRLINES, INC.
UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN
CHICAGO, IL
Advisor / Consultant
17,444
$16.8B
$235K
$0