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

Plans served

All 6 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
PALMETTO MOON, LLC PALMETTO MOON 401(K) PLAN	NORTH CHARLESTON, SC	Investment manager	268	$2.8M	$18K	$0
PALMETTO MOON, LLC PALMETTO MOON 401(K) PLAN	NORTH CHARLESTON, SC