· 2022–2024 · DOL EFAST2
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ROBERTSON STEPHENS
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
858
Total plan assets
$8.2M
Filings (rows)
1
Direct comp
$8K
Indirect comp
$879
Showing only "ROBERTSON STEPHENS"
View all 4 variants aggregated →
ROBERTSON STEPHENS WEALTH MANAGEMEN
5
ROBERTSON STEPHENS WEALTH MNGMNT
1
ROBERTSON STEPHENS WEALTH MANA
1
ROBERTSON STEPHENS
1
SERVICES PROVIDED
Advisor / Consultant
1
Plans served
All 1 plans
Export CSV
(1)
Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
VICTOR COMMUNITY SUPPORT SERVICES, INC.
VICTOR COMMUNITY SUPPORT SERVICES 403(B) PLAN
CHICO, CA
Advisor / Consultant
858
$8.2M
$8K
$879
ROBERTSON STEPHENS — Form 5500 Service Provider Profile | Form 5500 Search