Steward Partners Holding DBA St

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

619

Total plan assets

$235.4M

Filings (rows)

Direct comp

$90K

Indirect comp

Showing only "STEWARD PARTNERS HOLDING DBA ST"

View all 11 variants aggregated →

STEWARD PARTNERS INVESTMENT ADV9 STEWARD PARTNERS INVESTMENT6 STEWARD PARTNERS INVESTMENT ADVISOR5 STEWARD PARTNERS INV ADVISOR2 STEWARD PARTNERS HOLDING DBA ST2 STEWARD PARTNERS INVESTMENT SOLUTIO2 STEWARD PARTNERS

SERVICES PROVIDED

Advisor / Consultant2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Baker Newman & Noyes, LLC Baker Newman & Noyes, LLC 401(k) Profit Sharing Plan · all filings	PORTLAND, ME	Advisor / Consultant	300	$124.7M	$60K	$0
Baker Newman & Noyes, LLC Baker Newman & Noyes, LLC 401(k) Profit Sharing Plan · all filings	PORTLAND, ME	Advisor / Consultant	319	$110.7M	$30K	$0