Steward Partners Investment 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

763

Total plan assets

$215.2M

Filings (rows)

Direct comp

$104K

Indirect comp

Showing only "STEWARD PARTNERS INVESTMENT ADVISOR"

View all 11 variants aggregated →

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

SERVICES PROVIDED

Advisor / Consultant4

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Baker Newman & Noyes, LLC Baker Newman & Noyes, LLC 401(k) Profit Sharing Plan · all filings	PORTLAND, ME	Advisor / Consultant	319	$110.7M	$30K	$0
Baker Newman & Noyes, LLC Baker Newman & Noyes, LLC 401(k) Profit Sharing Plan · all filings	PORTLAND, ME	Advisor / Consultant	302	$100.3M	$60K	$0
Lancaster-Fairfield Community Action Program, Inc. Lancaster-Fairfield Cap, Inc. 401(k) Profit Sharing Plan · all filings	LANCASTER, OH	Advisor / Consultant	104	$4.2M	$8K	$0
Pro Search, Inc. Pro Search, Inc. Employee Stock Ownership 401(k) Plan · all filings	PORTLAND, ME	Advisor / Consultant	38	—	$6K	$0