BISON WEALTH
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
10
Active participants
2,115
Total plan assets
$128.5M
Filings (rows)
10
Direct comp
$153K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant8
Other2
Top plans served
All 10 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| COASTAL ORTHOPEDICS & SPORTS MEDICINE OF SOUTHWEST FLORIDA, P.A. COASTAL ORTHOPEDICS & SPORTS MEDICINE OF SOUTHWEST FLORIDA 401(K) PROFIT SHARING PLAN | BRADENTON, FL | Other NONE | 214 | $25.2M | $20K |
| IOWA LIMESTONE COMPANY DBA ILC RESOURCES IOWA LIMESTONE COMPANY PROFIT SHARING PLAN | URBANDALE, IA | Advisor / Consultant INVESTMENT ADVISORY | 168 | $24.8M | $30K |
| IOWA LIMESTONE COMPANY DBA ILC RESOURCES IOWA LIMESTONE COMPANY PROFIT SHARING PLAN | URBANDALE, IA | Advisor / Consultant INVESTMENT ADVISORY | 164 | $22.8M | $22K |
| COASTAL ORTHOPEDICS & SPORTS MEDICINE OF SOUTHWEST FLORIDA, P.A. COASTAL ORTHOPEDICS & SPORTS MEDICINE OF SOUTHWEST FLORIDA 401(K) PROFIT SHARING PLAN | BRADENTON, FL | Other NONE | 219 | $19.5M | $14K |
| DYNAFIRE, LLC DYNAFIRE, LLC 401(K) P/S PLAN | CASSELBERRY, FL | Advisor / Consultant INVESTMENT ADVISOR | 402 | $9.2M | $19K |
| DYNAFIRE, LLC DYNAFIRE, LLC 401(K) P/S PLAN | CASSELBERRY, FL | Advisor / Consultant INVESTMENT ADVISOR | 337 | $7.1M | $18K |
| SIHLE INSURANCE GROUP, INC. SIHLE INSURANCE GROUP, INC. SAVINGS PLAN | ALTAMONTE SPRINGS, FL | Advisor / Consultant INVESTMENT ADVISOR | 111 | $5.9M | $9K |
| DYNAFIRE, LLC DYNAFIRE, LLC 401(K) P/S PLAN | CASSELBERRY, FL | Advisor / Consultant INVESTMENT ADVISOR | 290 | $5.0M | $7K |
| SIHLE INSURANCE GROUP, INC. SIHLE INSURANCE GROUP, INC. SAVINGS PLAN | ALTAMONTE SPRINGS, FL | Advisor / Consultant INVESTMENT ADVISOR | 110 | $5.0M | $13K |
| SIHLE INSURANCE GROUP, INC. SIHLE INSURANCE GROUP, INC. SAVINGS PLAN | ALTAMONTE SPRINGS, FL | Advisor / Consultant INVESTMENT ADVISOR | 100 | $4.0M | $1K |