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
3
Active participants
554
Total plan assets
$31.4M
Filings (rows)
3
Direct comp
$73K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant3
Top plans served
All 3 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| THE CASON GROUP, INC THE CASON GROUP RETIREMENT PLAN | COLUMBIA, SC | Advisor / Consultant INVESTMENT ADVISOR | 199 | $12.7M | $29K |
| THE CASON GROUP, INC THE CASON GROUP RETIREMENT PLAN | COLUMBIA, SC | Advisor / Consultant INVESTMENT ADVISOR | 188 | $10.0M | $22K |
| THE CASON GROUP, INC THE CASON GROUP RETIREMENT PLAN | COLUMBIA, SC | Advisor / Consultant INVESTMENT ADVISOR | 167 | $8.7M | $22K |