· 2022–2024 · DOL EFAST2
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STEPHEN A TAYLOR WEALTH MANAGEMENT
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
117
Total plan assets
$897K
Filings (rows)
1
Direct comp
$0
Indirect comp
$3K
SERVICES PROVIDED
Advisor / Consultant
1
Top plans served
All 1 plans
Sponsor / Plan
Location
Service
Participants
Assets
Direct comp
YMP REAL ESTATE MANAGEMENT, LLC
YMP REAL ESTATE MANAGEMENT, LLC 401(K) RETIREMENT PLAN
LAUDERDALE LAKES, FL
Advisor / Consultant
ADVISOR
117
$897K
$0
STEPHEN A TAYLOR WEALTH MANAGEMENT — Form 5500 Service Provider Profile | Form 5500 Search