Colonial Asset Management

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

554

Total plan assets

$31.4M

Filings (rows)

Direct comp

$73K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
The Cason Group, Inc. The Cason Group Retirement Plan · all filings	COLUMBIA, SC	Advisor / Consultant	199	$12.7M	$29K	$0
The Cason Group, Inc. The Cason Group Retirement Plan · all filings	COLUMBIA, SC	Advisor / Consultant	188	$10.0M	$22K	$0
The Cason Group, Inc. The Cason Group Retirement Plan · all filings	COLUMBIA, SC	Advisor / Consultant	167	$8.7M	$22K	$0