STEWARD PARTNERS
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
29
Active participants
24,222
Total plan assets
$1.4B
Filings (rows)
31
Direct comp
$437K
Indirect comp
$526K
Aggregating 11 name variants under "STEWARD PARTNERS"
STEWARD PARTNERS INVESTMENT ADV9STEWARD PARTNERS INVESTMENT6STEWARD PARTNERS INVESTMENT ADVISOR4STEWARD PARTNERS INVESTMENT SOLUTIO2STEWARD PARTNERS2STEWARD PARTNERS INV ADVISOR2STEWARD PARTNERS INVESTMENTADV1STEWARD PARTNERS HOLDING DBA ST1STEWARD PARTNERS HOLDINGS1STEWARD PARTNERS INVESTM1STEWARD PARTNERS GLOBAL ADVISORY1
SERVICES PROVIDED
Advisor / Consultant24
Other5
Top plans served
Showing top 31 of 29 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| PLAN PROFESSIONALS, LLC BUILDWISE | SHREWSBURY, NJ | Other CONSULTING | 13,824 | $650.2M | $7K |
| BAKER NEWMAN & NOYES, LLC BAKER NEWMAN & NOYES, LLC 401(K) PROFIT SHARING PLAN | PORTLAND, ME | Advisor / Consultant INVESTMENT ADVISOR | 319 | $110.7M | $30K |
| BAKER NEWMAN & NOYES, LLC BAKER NEWMAN & NOYES, LLC 401(K) PROFIT SHARING PLAN | PORTLAND, ME | Advisor / Consultant INVESTMENT ADVISOR | 319 | $110.7M | $30K |
| AMERILIFE US, LLC INDEPENDENT ADMINISTRATIVE SERVICES, L.L.C. 401(K) PLAN | CLEARWATER, FL | Advisor / Consultant INVESTMENT ADVISORY | 2,391 | $101.7M | $0 |
| BAKER NEWMAN & NOYES, LLC BAKER NEWMAN & NOYES, LLC 401(K) PROFIT SHARING PLAN | PORTLAND, ME | Advisor / Consultant INVESTMENT ADVISOR | 302 | $100.3M | $60K |
| BAKER NEWMAN & NOYES, LLC BAKER NEWMAN & NOYES, LLC 401(K) PROFIT SHARING PLAN | PORTLAND, ME | Advisor / Consultant INVESTMENT ADVISOR | 305 | $86.6M | $60K |
| INDEPENDENT ADMINISTRATIVE SERVICES, L.L.C. INDEPENDENT ADMINISTRATIVE SERVICES, L.L.C. 401(K) PLAN | CLEARWATER, FL | Advisor / Consultant INVESTMENT ADVISORY | 1,889 | $78.0M | $0 |
| JOHNSON, POPE, BOKOR, RUPPEL & BURNS, L. L. P. JOHNSON, POPE PROFIT SHARING PLAN AND TRUST | ST PETERSBURG, FL | Advisor / Consultant INVESTMENT ADVISOR | 170 | $49.4M | $14K |
| INDEPENDENT ADMINISTRATIVE SERVICES, L.L.C. INDEPENDENT ADMINISTRATIVE SERVICES, L.L.C. 401(K) PLAN | CLEARWATER, FL | Advisor / Consultant INVESTMENT ADVISORY | 1,880 | $44.2M | $0 |
| HEARTLAND BANK HEARTLAND BANK 401(K) PROFIT SHARING PLAN | WHITEHALL, OH | Advisor / Consultant INVESTMENT ADVISORY | 253 | $27.6M | $0 |
| REVHEALTH REVHEALTH 401(K) PLAN | MORRISTOWN, NJ | Advisor / Consultant ADVISOR | 174 | $16.6M | $28K |
| CYBERTHINK, INC. CYBERTHINK, INC. 401(K) PROFIT SHARING PLAN | BRIDGEWATER, NJ | Other NONE | 131 | $15.0M | $0 |
| CYBERTHINK, INC. CYBERTHINK, INC. 401(K) PROFIT SHARING PLAN | BRIDGEWATER, NJ | Other NONE | 131 | $15.0M | $0 |
| REVHEALTH REVHEALTH 401(K) PLAN | MORRISTOWN, NJ | Advisor / Consultant ADVISOR | 187 | $13.7M | $38K |
| WAGNER & WAGNER AUTO SALES, INC. WAGNER MOTOR SALES AND SUBSIDIARIES 401(K) PLAN | SHREWSBURY, MA | Advisor / Consultant ADVISOR | 221 | $11.9M | $24K |
| O'RIELLY MOTOR COMPANY & AFFILIATES O'RIELLY MOTOR COMPANY & AFFILIATES EMPLOYEE INVESTMENT/SAVINGS PLAN | TUCSON, AZ | Advisor / Consultant INVESTMENT ADVISORY | 190 | $11.9M | $8K |
| O'RIELLY MOTOR COMPANY & AFFILIATES O'RIELLY MOTOR COMPANY & AFFILIATES EMPLOYEE INVESTMENT/SAVINGS PLAN | TUCSON, AZ | Advisor / Consultant INVESTMENT ADVISORY | 189 | $10.6M | $14K |
| WAGNER & WAGNER AUTO SALES, INC. WAGNER MOTOR SALES AND SUBSIDIARIES 401(K) PLAN | SHREWSBURY, MA | Advisor / Consultant ADVISOR | 180 | $10.4M | $22K |
| O'RIELLY MOTOR COMPANY & AFFILIATES O'RIELLY MOTOR COMPANY & AFFILIATES EMPLOYEE INVESTMENT/SAVINGS PLAN | TUCSON, AZ | Advisor / Consultant INVESTMENT ADVISORY | 167 | $9.5M | $7K |
| WAGNER & WAGNER AUTO SALES, INC. WAGNER MOTOR SALES AND SUBSIDIARIES 401(K) PLAN | SHREWSBURY, MA | Advisor / Consultant ADVISOR | 176 | $8.4M | $21K |
| TRICON CONSTRUCTION, INC. TRICON CONSTRUCTION, INC. 401K SALARY REDUCTION PLAN & TRUST | CROFTON, MD | Advisor / Consultant INVESTMENT ADVISORY | 129 | $7.0M | $0 |
| TRICON CONSTRUCTION, INC. TRICON CONSTRUCTION, INC. 401K SALARY REDUCTION PLAN & TRUST | CROFTON, MD | Advisor / Consultant INVESTMENT ADVISORY | 114 | $6.8M | $0 |
| COMMUNITY ACTION AGENCY OF SOUTH ALABAMA COMMUNITY ACTION AGENCY OF SOUTH ALABAMA DEFINED BENEFIT PENSION PLAN | DAPHNE, AL | Advisor / Consultant INVESTMENT ADVISORY | 50 | $5.9M | $0 |
| COMMUNITY ACTION AGENCY OF SOUTH ALABAMA COMMUNITY ACTION AGENCY OF SOUTH ALABAMA DEFINED BENEFIT PENSION PLAN | DAPHNE, AL | Advisor / Consultant INVESTMENT ADVISORY | 33 | $5.7M | $0 |
| COLONY CONSTRUCTION, INC. COLONY CONSTRUCTION, INC. 401(K) PLAN | POWHATAN, VA | Other NONE | 116 | $5.5M | $21K |
| COLONY CONSTRUCTION, INC. COLONY CONSTRUCTION, INC. 401(K) PLAN | POWHATAN, VA | Other NONE | 128 | $5.4M | $19K |
| AUSTIN TRI-HAWK AUTOMOTIVE, INC. AUSTIN TRI-HAWK AUTOMOTIVE, INC. 401(K) PLAN | AUSTIN, IN | Advisor / Consultant INVESTMENT ADVISORY | 351 | $4.3M | $5K |
| LANCASTER-FAIRFIELD COMMUNITY ACTION PROGRAM, INC. LANCASTER-FAIRFIELD CAP, INC. 401(K) PROFIT SHARING PLAN | LANCASTER, OH | Advisor / Consultant INVESTMENT ADVISORY | 104 | $4.2M | $8K |
| FIRST ALLIANCE HOME MORTGAGE LLC FIRST ALLIANCE HOME MORTGAGE 401(K) PROFIT SHARING PLAN | CRANFORD, NJ | Other INVESTMENT/FINANCIAL ADVI | 108 | $1.8M | $8K |
| BTST SERVICES LLC BTST SERVICES LLC 401(K) PLAN | BALTIMORE, MD | Advisor / Consultant RIA | 103 | $1.7M | $7K |
| PRO SEARCH, INC. PRO SEARCH, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN | PORTLAND, ME | Advisor / Consultant INVESTMENT ADVISOR | 38 | — | $6K |