COTA STREET INVESTMENT MANGEMENT

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

6,419

Total plan assets

$87.0M

Filings (rows)

Direct comp

$93K

Indirect comp

Showing only "COTA STREET INVESTMENT MANGEMENT"

View all 6 variants aggregated →

COTA STREET INVESTMENT MANAGEMENT109 COTA STREET INV MNGT6 COTA STREET INVESTMENT MGT3 COTA STREET INVESTMENT MANGEMENT2 COTA STREET INVESTMENT MGMT1 COTA STREET INV MGMT1

SERVICES PROVIDED

Advisor / Consultant2

Plans served

All 2 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
AXIOS ADVISORY GROUP, LLC WDP POOLED EMPLOYER PLAN	WEXFORD, PA	Advisor / Consultant	3,990	$60.9M	$65K	$0
AXIOS ADVISORY GROUP, LLC WDP POOLED EMPLOYER PLAN	WEXFORD, PA	Advisor / Consultant	2,429	$26.1M