COLTON GROOME
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
54
Active participants
79,226
Total plan assets
$6.1B
Filings (rows)
55
Direct comp
$936K
Indirect comp
$329K
Aggregating 6 name variants under "COLTON GROOME"
SERVICES PROVIDED
Advisor / Consultant44
Other10
Top plans served
Showing top 55 of 54 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| AMERITEAM SERVICES, LLC TEAMHEALTH 401(K) PLAN | KNOXVILLE, TN | Other NONE | 18,577 | $1.8B | $7K |
| AMERITEAM SERVICES, LLC TEAMHEALTH 401(K) PLAN | KNOXVILLE, TN | Other NONE | 18,477 | $1.6B | $6K |
| AMERITEAM SERVICES, LLC TEAMHEALTH 401(K) PLAN | KNOXVILLE, TN | Other NONE | 17,415 | $1.3B | $6K |
| SIERRA NEVADA BREWING CO. SIERRA NEVADA BREWING 401(K) PLAN | CHICO, CA | Advisor / Consultant INVESTMENT ADVISOR | 1,109 | $226.1M | $18K |
| SIERRA NEVADA BREWING CO. SIERRA NEVADA BREWING 401(K) PLAN | CHICO, CA | Advisor / Consultant INVESTMENT ADVISOR | 1,031 | $193.6M | $24K |
| SIERRA NEVADA BREWING CO. SIERRA NEVADA BREWING 401(K) PLAN | CHICO, CA | Advisor / Consultant INVESTMENT ADVISOR | 1,066 | $157.0M | $12K |
| BJU, INC. THE BOB JONES UNIVERSITY RETIREMENT FUND | GREENVILLE, SC | Other NONE | 1,316 | $86.8M | $63K |
| BJU, INC. THE BOB JONES UNIVERSITY RETIREMENT FUND | GREENVILLE, SC | Other NONE | 1,395 | $79.2M | $73K |
| MOUNTAIN AREA HEALTH EDUCATION CENTER, INC. MOUNTAIN AREA HEALTH EDUCATION CENTER, INC. RETIREMENT PLAN | ASHEVILLE, NC | Advisor / Consultant INVESTMENT ADVISORY | 1,092 | $73.8M | $0 |
| BJU, INC. THE BOB JONES UNIVERSITY RETIREMENT FUND | GREENVILLE, SC | Other NONE | 1,358 | $69.0M | $40K |
| MOUNTAIN AREA HEALTH EDUCATION CENTER, INC. MOUNTAIN AREA HEALTH EDUCATION CENTER, INC. RETIREMENT PLAN | ASHEVILLE, NC | Advisor / Consultant INVESTMENT ADVISORY | 1,099 | $67.7M | $0 |
| M.B. HAYNES CORPORATION M. B. HAYNES CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN | ASHEVILLE, NC | Advisor / Consultant FINANCIAL ADVISOR | 591 | $64.5M | $9K |
| M.B. HAYNES CORPORATION M. B. HAYNES CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN | ASHEVILLE, NC | Advisor / Consultant FINANCIAL ADVISOR | 566 | $56.2M | $9K |
| MOUNTAIN AREA HEALTH EDUCATION CENTER, INC. MOUNTAIN AREA HEALTH EDUCATION CENTER, INC. RETIREMENT PLAN | ASHEVILLE, NC | Advisor / Consultant INVESTMENT ADVISORY | 1,034 | $54.2M | $0 |
| M.B. HAYNES CORPORATION M.B. HAYNES 401(K) PLAN | ASHEVILLE, NC | Advisor / Consultant INVESTMENT ADVISORY | 586 | $37.7M | $0 |
| M.B. HAYNES CORPORATION M.B. HAYNES 401(K) PLAN | ASHEVILLE, NC | Advisor / Consultant INVESTMENT ADVISORY | 567 | $34.2M | $0 |
| M.B. HAYNES CORPORATION M.B. HAYNES 401(K) PLAN | ASHEVILLE, NC | Advisor / Consultant INVESTMENT ADVISORY | 542 | $29.8M | $0 |
| GLOBAL LENDING SERVICES LLC GLOBAL LENDING SERVICES LLC 401(K) PLAN | GREENVILLE, SC | Advisor / Consultant ADVISOR | 948 | $27.1M | $17K |
| GLOBAL LENDING SERVICES LLC GLOBAL LENDING SERVICES LLC 401(K) PLAN | GREENVILLE, SC | Advisor / Consultant ADVISOR | 929 | $21.0M | $17K |
| BLUE RIDGE COMMUNITY HEALTH SERVICES INC. BLUE RIDGE COMMUNITY HEALTH SERVICES INC. EMPLOYER'S 403(B) PLAN | HENDERSONVILLE, NC | Advisor / Consultant INVESTMENT ADVISOR | 696 | $16.7M | $48K |
| GLOBAL LENDING SERVICES LLC GLOBAL LENDING SERVICES LLC 401(K) PLAN | GREENVILLE, SC | Advisor / Consultant ADVISOR | 880 | $13.9M | $17K |
| BLUE RIDGE COMMUNITY HEALTH SERVICES INC. BLUE RIDGE COMMUNITY HEALTH SERVICES INC. EMPLOYER'S 403(B) PLAN | HENDERSONVILLE, NC | Advisor / Consultant INVESTMENT ADVISOR | 645 | $13.0M | $48K |
| CLOUD FOR GOOD, LLC CLOUD FOR GOOD, LLC 401(K) PLAN | ASHEVILLE, NC | Advisor / Consultant INVESTMENT ADVISOR | 170 | $9.8M | $31K |
| BLUE RIDGE COMMUNITY HEALTH SERVICES INC. BLUE RIDGE COMMUNITY HEALTH SERVICES INC. EMPLOYER'S 403(B) PLAN | HENDERSONVILLE, NC | Advisor / Consultant INVESTMENT ADVISOR | 587 | $9.8M | $38K |
| EPSILON, INC. EPSILON, INC. 401(K) PLAN | WEAVERVILLE, NC | Advisor / Consultant INVESTMENT ADVISOR | 459 | $9.7M | $39K |
| WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES, INC. WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN | ASHEVILLE, NC | Advisor / Consultant INVESTMENT ADVISORY | 217 | $9.0M | $0 |
| CLOUD FOR GOOD, LLC CLOUD FOR GOOD, LLC 401(K) PLAN | ASHEVILLE, NC | Advisor / Consultant INVESTMENT ADVISOR | 171 | $7.9M | $23K |
| HAYWOOD VOCATIONAL OPPORTUNITIES, INC. HAYWOOD VOCATIONAL OPPORTUNITIES, INC. RETIREMENT PLAN | WAYNESVILLE, NC | Advisor / Consultant INVESTMENT ADVISORY | 276 | $7.5M | $35K |
| HAYWOOD VOCATIONAL OPPORTUNITIES, INC. HAYWOOD VOCATIONAL OPPORTUNITIES, INC. RETIREMENT PLAN | WAYNESVILLE, NC | Advisor / Consultant INVESTMENT ADVISORY | 270 | $7.3M | $18K |
| WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES, INC. WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN | ASHEVILLE, NC | Advisor / Consultant INVESTMENT ADVISORY | 257 | $7.1M | $0 |
| RAUMEDIC INC. RAUMEDIC 401(K) RETIREMENT PLAN | MILLS RIVER, NC | Advisor / Consultant ADVISOR | 134 | $6.5M | $24K |
| DAVE STEEL COMPANY, INC. DAVE STEEL COMPANY, INC. 401(K) RETIREMENT PLAN | ASHEVILLE, NC | Advisor / Consultant ADVISOR | 124 | $6.2M | $23K |
| EPSILON, INC. EPSILON, INC. 401(K) PLAN | WEAVERVILLE, NC | Advisor / Consultant INVESTMENT ADVISOR | 398 | $6.1M | $22K |
| DAVE STEEL COMPANY, INC. DAVE STEEL COMPANY, INC. 401(K) RETIREMENT PLAN | ASHEVILLE, NC | Advisor / Consultant ADVISOR | 134 | $6.1M | $23K |
| RAUMEDIC INC. RAUMEDIC 401(K) RETIREMENT PLAN | MILLS RIVER, NC | Advisor / Consultant ADVISOR | 137 | $5.4M | $17K |
| WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES, INC. WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN | ASHEVILLE, NC | Advisor / Consultant INVESTMENT ADVISORY | 232 | $5.4M | $0 |
| TENNOCA CONSTRUCTION COMPANY TENNOCA CONSTRUCTION COMPANY 401(K) PLAN | CANDLER, NC | Advisor / Consultant INVESTMENT ADVISOR | 118 | $4.0M | $15K |
| EPSILON, INC. EPSILON, INC. 401(K) PLAN | WEAVERVILLE, NC | Advisor / Consultant INVESTMENT ADVISOR | 344 | $4.0M | $20K |
| COOPERRIIS, INC COOPERRIIS, INC. 403(B) PLAN | MILL SPRING, NC | Advisor / Consultant ADVISOR | 188 | $3.8M | $18K |
| HEALTH CARE PARTNERS OF SOUTH CAROLINA, INC. HEALTH CARE PARTNERS OF SOUTH CAROLINA, INC. 403(B) PLAN | CONWAY, SC | Advisor / Consultant INVESTMENT ADVISOR | 151 | $3.4M | $16K |
| COOPERRIIS, INC COOPERRIIS, INC. 403(B) PLAN | MILL SPRING, NC | Advisor / Consultant ADVISOR | 204 | $3.3M | $15K |
| MILLS MANUFACTURING CORPORATION MILLS MANUFACTURING RETIREMENT PLAN | ASHEVILLE, NC | Advisor / Consultant INVESTMENT ADVISOR | 125 | $2.8M | $12K |
| MILLS MANUFACTURING CORPORATION MILLS MANUFACTURING RETIREMENT PLAN | ASHEVILLE, NC | Advisor / Consultant INVESTMENT ADVISOR | 157 | $2.8M | $13K |
| ASHEVILLE-BUNCOMBE COMMUNITY CHRISTIAN ABCCM RETIREMENT PLAN | ARDEN, NC | Other NONE | 225 | $2.6M | $7K |
| COOPERRIIS, INC. COOPERRIIS, INC. 403(B) PLAN | MILL SPRING, NC | Advisor / Consultant ADVISOR | 193 | $2.6M | $13K |
| HEALTH CARE PARTNERS OF SOUTH CAROLINA, INC. HEALTH CARE PARTNERS OF SOUTH CAROLINA, INC. 403(B) PLAN | CONWAY, SC | Advisor / Consultant INVESTMENT ADVISOR | 136 | $2.5M | $8K |
| ELIADA HOMES, INC. ELIADA HOMES, INC. RETIREMENT PLAN | ASHEVILLE, NC | Advisor / Consultant INVESTMENT ADVISOR | 216 | $2.5M | $11K |
| ELIADA HOMES, INC. ELIADA HOMES, INC. RETIREMENT PLAN | ASHEVILLE, NC | Advisor / Consultant INVESTMENT ADVISOR | 199 | $2.2M | $10K |
| ELIADA HOMES, INC. ELIADA HOMES, INC. RETIREMENT PLAN | ASHEVILLE, NC | Advisor / Consultant INVESTMENT ADVISOR | 123 | $2.0M | $10K |
| BRUMIT RESTAURANT GROUP, LLC BRG 401(K) PLAN | ASHEVILLE, NC | Other INVESTMENT/FINANCIAL ADVI | 538 | $1.9M | $12K |
| BRUMIT RESTAURANT GROUP, LLC BRG 401(K) PLAN | ASHEVILLE, NC | Other INVESTMENT/FINANCIAL ADVI | 538 | $1.9M | $12K |
| BRUMIT RESTAURANT GROUP, LLC BRG 401(K) PLAN | ASHEVILLE, NC | Other INVESTMENT/FINANCIAL ADVI | 545 | $1.5M | $10K |
| FLESHER'S FAIRVIEW HEALTH CARE CENTER, INC. FLESHERS FACILITIES 401(K) RETIREMENT PLAN | FAIRVIEW, NC | Advisor / Consultant INVESTMENT ADVISOR | 89 | $1.4M | $12K |
| BRUMIT RESTAURANT GROUP, LLC BRG 401(K) PLAN | ASHEVILLE, NC | Other INVESTMENT/FINANCIAL ADVI | 118 | $1.3M | $10K |
| REICH, LLC REICH, LLC 401(K) PROFIT SHARING PLAN AND TRUST | ARDEN, NC | Advisor / Consultant INVESTMENT ADVISOR | 72 | $1.2M | $5K |