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 MANA1 ROBERTSON STEPHENS WEALTH MNGMNT1 ROBERTSON STEPHENS1

SERVICES PROVIDED

Advisor / Consultant5

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Trend Micro, Incorporated Trend Micro, Incorporated 401(k) Retirement Plan · all filings	IRVING, TX	Advisor / Consultant	937	$222.8M	$18K	$0
Trend Micro, Incorporated Trend Micro, Incorporated 401(k) Retirement Plan · all filings	IRVING, TX	Advisor / Consultant	1,121	$199.4M	$18K	$0
Trend Micro, Incorporated Trend Micro, Incorporated 401(k) Retirement Plan · all filings	IRVING, TX	Advisor / Consultant	1,171	$159.3M	$18K	$0
Frank, Rimerman + Co. LLP Frank, Rimerman + Co. LLP 401(k) & Profit Sharing Plan · all filings	SAN JOSE, CA	Advisor / Consultant	791	$109.1M	$68K	$0
Frank, Rimerman + Co. LLP Frank, Rimerman + Co. LLP 401(k) & Profit Sharing Plan · all filings	SAN JOSE, CA	Advisor / Consultant	648	$67.4M	$55K	$0