CWS Financial Advisors

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

871

Total plan assets

$154.2M

Filings (rows)

Direct comp

$85K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant4

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Allied Mechanical Services, Inc. Allied Mechanical Services, Inc. Profit Sharing and Retirement Savings Plan · all filings	KALAMAZOO, MI	Advisor / Consultant	213	$54.0M	$29K	$0
Allied Mechanical Services, Inc. Allied Mechanical Services, Inc. Profit Sharing and Retirement Savings Plan · all filings	KALAMAZOO, MI	Advisor / Consultant	210	$45.9M	$24K	$0
Allied Mechanical Services, Inc. Allied Mechanical Services, Inc. Profit Sharing and Retirement Savings Plan · all filings	KALAMAZOO, MI	Advisor / Consultant	206	$38.9M	$26K	$0
Depatie Fluid Power Company Depatie Fluid Power Company Employee 401(k) Plan · all filings	PORTAGE, MI	Advisor / Consultant	242	$15.5M	$7K	$0