Steward Partners INV Advisor

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

244

Total plan assets

$10.9M

Filings (rows)

Direct comp

$40K

Indirect comp

Showing only "STEWARD PARTNERS INV ADVISOR"

View all 11 variants aggregated →

STEWARD PARTNERS INVESTMENT ADV9 STEWARD PARTNERS INVESTMENT6 STEWARD PARTNERS INVESTMENT ADVISOR5 STEWARD PARTNERS INV ADVISOR2 STEWARD PARTNERS2 STEWARD PARTNERS HOLDING DBA ST2 STEWARD PARTNERS INVESTMENT SOLUTIO

SERVICES PROVIDED

Investment manager2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Colony Construction, Inc. Colony Construction, Inc. 401(k) Plan · all filings	POWHATAN, VA	Investment manager	116	$5.5M	$21K	$0
Colony Construction, Inc. Colony Construction, Inc. 401(k) Plan · all filings	POWHATAN, VA	Investment manager	128	$5.4M	$19K	$0