· 2022–2024 · DOL EFAST2
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Steward Partners Investm
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
167
Total plan assets
$9.5M
Filings (rows)
1
Direct comp
$7K
Indirect comp
$0
Showing only "STEWARD PARTNERS INVESTM"
View all 11 variants aggregated →
STEWARD PARTNERS INVESTMENT ADV
9
STEWARD PARTNERS INVESTMENT
6
STEWARD PARTNERS INVESTMENT ADVISOR
5
STEWARD PARTNERS INV ADVISOR
2
STEWARD PARTNERS
2
STEWARD PARTNERS HOLDING DBA ST
2
STEWARD PARTNERS INVESTMENT SOLUTIO
SERVICES PROVIDED
Advisor / Consultant
1
Plans served
All 1 plans
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Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
O'RIELLY Motor Company & Affiliates
O'RIELLY Motor Company & Affiliates Employee Investment/Savings Plan ·
all filings
TUCSON, AZ
Advisor / Consultant
167
$9.5M
$7K
$0
2
STEWARD PARTNERS INVESTMENTADV
1
STEWARD PARTNERS HOLDINGS
1
STEWARD PARTNERS GLOBAL ADVISORY
1
STEWARD PARTNERS INVESTM
1
Steward Partners Investm — Form 5500 Service Provider Profile | Form 5500 Search