Steward Partners Investment ADV

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

3,045

Total plan assets

$139.4M

Filings (rows)

Direct comp

$5K

Indirect comp

$221K

Showing only "STEWARD PARTNERS INVESTMENT ADV"

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 ADVISORY1 STEWARD PARTNERS INVESTMENTADV1 STEWARD PARTNERS HOLDING DBA ST1 STEWARD PARTNERS INVESTM1 STEWARD PARTNERS HOLDINGS1

SERVICES PROVIDED

Advisor / Consultant9

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Plans served

All 4 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Amerilife US, LLC Independent Administrative Services, L.L.C. 401(k) Plan · all filings	CLEARWATER, FL	Advisor / Consultant	2,391	$101.7M	$0	$198K
Heartland Bank Heartland Bank 401(k) Profit Sharing Plan · all filings	WHITEHALL, OH	Advisor / Consultant	253	$27.6M	$0	$8K
Community Action Agency of South Alabama Community Action Agency of South Alabama Defined Benefit Pension Plan · all filings	DAPHNE, AL	Advisor / Consultant	50	$5.9M	$0	$15K
Austin Tri-Hawk Automotive, Inc. Austin Tri-Hawk Automotive, Inc. 401(k) Plan · all filings	AUSTIN, IN	Advisor / Consultant	351	$4.3M	$5K	$2