Sherwood Financial

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

19,760

Total plan assets

$7.5B

Filings (rows)

Direct comp

$102K

Indirect comp

Aggregating 2 name variants under "SHERWOOD FINANCIAL"

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SHERWOOD FINANCIAL3 SHERWOOD FINANCIAL PARTNERS1

SERVICES PROVIDED

Advisor / Consultant2

Broker2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Southern California Edison Company Edison 401(k) Savings Plan · all filings	ROSEMEAD, CA	Advisor / Consultant	14,119	$5.7B	$84K	$0
Pepperdine University Pepperdine University Retirement Plan · all filings	MALIBU, CA	Broker	2,003	$633.5M	$6K	$0
Pepperdine University Pepperdine University Retirement Plan · all filings	MALIBU, CA	Broker	1,865	$576.0M	$6K	$0
Pepperdine University Pepperdine University Retirement Plan · all filings	MALIBU, CA	Advisor / Consultant	1,773	$509.2M	$5K	$0