Websterrogers Financial

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

1,306

Total plan assets

$9.2M

Filings (rows)

Direct comp

$82K

Indirect comp

Aggregating 3 name variants under "WEBSTERROGERS FINANCIAL"

Click a variant to view it alone

WEBSTERROGERS FINANCIAL ADVISORS3 WEBSTERROGERS FINANCIAL ADVISORS L2 WEBSTERROGERS FINANCIAL ADVISOR1

SERVICES PROVIDED

Advisor / Consultant5

Investment manager1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Palmetto Moon, LLC Palmetto Moon 401(k) Plan · all filings	NORTH CHARLESTON, SC	Investment manager	268	$2.8M	$18K	$0
Palmetto Moon, LLC Palmetto Moon 401(k) Plan · all filings	NORTH CHARLESTON, SC	Advisor / Consultant	391	$2.2M	$13K	$0
ARDS ARD Trucking Co., Inc. 401(k) Plan · all filings	TIMMONSVILLE, SC	Advisor / Consultant	200	$1.6M	$10K	$0
Palmetto Moon, LLC Palmetto Moon 401(k) Plan · all filings	NORTH CHARLESTON, SC	Advisor / Consultant	182	$1.5M	$11K	$0
ARDS ARD Trucking Co., Inc. 401(k) Plan · all filings	TIMMONSVILLE, SC	Advisor / Consultant	188	$1.1M	$8K	$0
Coastal Eye Group, PC Coastal Eye Group, PC 401(k) Profit Sharing Plan · all filings	GEORGETOWN, SC	Advisor / Consultant	77	—	$22K	$0