STONEBRIDGE ADVISORS
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
5
Active participants
4,946
Total plan assets
$791.3M
Filings (rows)
5
Direct comp
$287K
Indirect comp
$7K
SERVICES PROVIDED
Other5
Top plans served
All 5 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| HAWAII SHEET METAL WORKERS PENSION FUND HAWAII SHEET METAL WORKERS PENSION FUND | HONOLULU, HI | Other NONE | 430 | $316.2M | $108K |
| BOARD OF TRUSTEES CENTRAL ILLINOIS CARPENTERS RETIREMENT SAVINGS FUND CENTRAL ILLINOIS CARPENTERS RETIREMENT SAVINGS FUN | LINCOLN, IL | Other NONE | 2,998 | $201.3M | $0 |
| HAWAII SHEET METAL WORKERS HEALTH & WELFARE TRUST FUND HAWAII SHEET METAL WORKERS HEALTH & WELFARE TRUST | HONOLULU, HI | Other NONE | 440 | $102.6M | $69K |
| HAWAII SHEET METAL WORKERS HEALTH & WELFARE TRUST FUND HAWAII SHEET METAL WORKERS HEALTH & WELFARE TRUST | HONOLULU, HI | Other NONE | 530 | $88.9M | $47K |
| BOARD OF TRUSTEES OF HAWAII SHEET METAL WORKERS HEALTH AND WELFARE HAWAII SHEET METAL WORKERS HEALTH & WELFARE TRUST FUND | HONOLULU, HI | Other NONE | 548 | $82.2M | $62K |