Bolton Global Asset Mgmt

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

1,537

Total plan assets

$6.0M

Filings (rows)

Direct comp

$21K

Indirect comp

SERVICES PROVIDED

Investment manager2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Sunny Glen Children's Home Sunny Glen Children's Home 403(b) Plan · all filings	SAN BENITO, TX	Investment manager	806	$3.6M	$11K	$0
Sunny Glen Children's Home Sunny Glen Children's Home 403(b) Plan · all filings	SAN BENITO, TX	Investment manager	731	$2.4M	$10K	$0