Steward Partners Investment Solutio

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

13,955

Total plan assets

$665.2M

Filings (rows)

Direct comp

$7K

Indirect comp

$7K

Showing only "STEWARD PARTNERS INVESTMENT SOLUTIO"

View all 11 variants aggregated →

STEWARD PARTNERS INVESTMENT ADV9 STEWARD PARTNERS INVESTMENT6 STEWARD PARTNERS INVESTMENT ADVISOR4 STEWARD PARTNERS INVESTMENT SOLUTIO2 STEWARD PARTNERS2 STEWARD PARTNERS INV ADVISOR2 STEWARD PARTNERS INVESTMENTADV

SERVICES PROVIDED

Other service providers2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Plan Professionals, LLC Buildwise · all filings	SHREWSBURY, NJ	Other service providers	13,824	$650.2M	$7K	$0
Cyberthink, Inc. Cyberthink, Inc. 401(k) Profit Sharing Plan · all filings	BRIDGEWATER, NJ	Other service providers	131	$15.0M	$0	$7K