BWS Advisors

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

1,121

Total plan assets

$24.4M

Filings (rows)

Direct comp

$28K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Investment manager3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Appalachian Agency for Senior Citizens Appalachian Agency for Senior Citizens, Inc. 403(b) Plan · all filings	CEDAR BLUFF, VA	Investment manager	215	$5.3M	$0	$0
Bluestone Health Association, Inc. Bluestone Health Association, Inc. 403(b) Plan · all filings	PRINCETON, WV	Advisor / Consultant	172	$4.7M	$0	$0
Appalachian Agency for Senior Citizens Appalachian Agency for Senior Citizens, Inc. 403(b) Plan · all filings	CEDAR BLUFF, VA	Investment manager	256	$4.3M	$7K	$0
Bluestone Health Association, Inc. Bluestone Health Association, Inc. 403(b) Plan · all filings	PRINCETON, WV	Advisor / Consultant	133	$3.7M	$0	$0
Appalachian Agency for Senior Citizens Appalachian Agency for Senior Citizens, Inc. 403(b) Plan · all filings	CEDAR BLUFF, VA	Investment manager	225	$3.5M	$10K	$0
Bluestone Health Association, Inc. Bluestone Health Association, Inc. 403(b) Plan · all filings	PRINCETON, WV	Advisor / Consultant	120	$2.9M	$11K	$0