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

17,987

Total plan assets

$6.9B

Filings (rows)

Direct comp

$96K

Indirect comp

Showing only "SHERWOOD FINANCIAL"

View all 2 variants aggregated →

SHERWOOD FINANCIAL3 SHERWOOD FINANCIAL PARTNERS1

SERVICES PROVIDED

Broker2

Advisor / Consultant1

Plans served

All 3 plansUnlock full export (Pro)

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