ROBERTSON STEPHENS WEALTH MANAGEMEN

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

4,668

Total plan assets

$758.0M

Filings (rows)

Direct comp

$177K

Indirect comp

Showing only "ROBERTSON STEPHENS WEALTH MANAGEMEN"

View all 4 variants aggregated →

ROBERTSON STEPHENS WEALTH MANAGEMEN5 ROBERTSON STEPHENS WEALTH MNGMNT1 ROBERTSON STEPHENS1 ROBERTSON STEPHENS WEALTH MANA1

SERVICES PROVIDED

Advisor / Consultant5

Plans served

All 5 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
TREND MICRO, INCORPORATED TREND MICRO, INCORPORATED 401(K) RETIREMENT PLAN	IRVING, TX	Advisor / Consultant	937	$222.8M	$18K	$0
TREND MICRO, INCORPORATED TREND MICRO, INCORPORATED 401(K) RETIREMENT PLAN