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

Active participants

895

Total plan assets

$65.0M

Filings (rows)

Direct comp

$78K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant8

Other service providers2

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Plans served

All 4 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Coastal Orthopedics & Sports Medicine of Southwest Florida, P.A. Coastal Orthopedics & Sports Medicine of Southwest Florida 401(k) Profit Sharing Plan · all filings	BRADENTON, FL	Other service providers	214	$25.2M	$20K	$0
Iowa Limestone Company DBA ILC Resources Iowa Limestone Company Profit Sharing Plan · all filings	URBANDALE, IA	Advisor / Consultant	168	$24.8M	$30K	$0
Dynafire, LLC Dynafire, LLC 401(k) P/S Plan · all filings	CASSELBERRY, FL	Advisor / Consultant	402	$9.2M	$19K	$0
Sihle Insurance Group, Inc. Sihle Insurance Group, Inc. Savings Plan · all filings	ALTAMONTE SPRINGS, FL	Advisor / Consultant	111	$5.9M	$9K	$0