· 2022–2024 · DOL EFAST2
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Colton Groome Financial
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
1
Active participants
1,066
Total plan assets
$157.0M
Filings (rows)
1
Direct comp
$12K
Indirect comp
$0
Showing only "COLTON GROOME FINANCIAL"
View all 6 variants aggregated →
COLTON GROOME FINANCIAL ADVISORS
25
COLTON GROOME FINANCIAL ADVISORS L
16
COLTON GROOME FINANCIAL ADVISORS LL
11
COLTON GROOME FINANCIAL ADVISO
3
COLTON GROOME FINANICAL ADVISORS L
1
COLTON GROOME FINANCIAL
1
SERVICES PROVIDED
Advisor / Consultant
1
Plans served
All 1 plans
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Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
Sierra Nevada Brewing Co.
Sierra Nevada Brewing 401(k) Plan ·
all filings
CHICO, CA
Advisor / Consultant
1,066
$157.0M
$12K
$0
Colton Groome Financial — Form 5500 Service Provider Profile | Form 5500 Search