Steward Partners Holdings

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

108

Total plan assets

$1.8M

Filings (rows)

Direct comp

$8K

Indirect comp

Showing only "STEWARD PARTNERS HOLDINGS"

View all 11 variants aggregated →

STEWARD PARTNERS INVESTMENT ADV9 STEWARD PARTNERS INVESTMENT6 STEWARD PARTNERS INVESTMENT ADVISOR4 STEWARD PARTNERS2 STEWARD PARTNERS INVESTMENT SOLUTIO2 STEWARD PARTNERS INV ADVISOR2 STEWARD PARTNERS GLOBAL ADVISORY

SERVICES PROVIDED

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
First Alliance Home Mortgage LLC First Alliance Home Mortgage 401(k) Profit Sharing Plan · all filings	CRANFORD, NJ	Other service providers	108	$1.8M	$8K	$0