Sherwood Financial Partners

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

1,773

Total plan assets

$509.2M

Filings (rows)

Direct comp

$5K

Indirect comp

Showing only "SHERWOOD FINANCIAL PARTNERS"

View all 2 variants aggregated →

SHERWOOD FINANCIAL3 SHERWOOD FINANCIAL PARTNERS1

SERVICES PROVIDED

Advisor / Consultant1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Pepperdine University Pepperdine University Retirement Plan · all filings	MALIBU, CA	Advisor / Consultant	1,773	$509.2M	$5K	$0