FIRST WESTERN
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
53
Active participants
36,714
Total plan assets
$2.1B
Filings (rows)
57
Direct comp
$1.3M
Indirect comp
$0
Aggregating 6 name variants under "FIRST WESTERN"
SERVICES PROVIDED
Advisor / Consultant34
Other16
TPA / Administrator4
Accountant / Auditor1
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| FWB REVOLUTION INCOME | 2 |
| FWB REVOLUTION GROWTH | 2 |
| FWB REVOLUTION AGGRESSIVE GROWTH | 1 |
| FWB REVOLUTION MODERATE | 1 |
| FWB REVOLUTION BALANCED | 1 |
| FWB REVOLUTION INCOME OPPORTUNITY | 1 |
| FWB REVOLUTION MODERATE BALANCED | 1 |
| FWB REVOLUTION BALANCE | 1 |
| FWB REVOLUTION AGRESSIVE GROWTH | 1 |
Top plans served
Showing top 57 of 53 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| ADVANCED ENERGY INDUSTRIES, INC. ADVANCED ENERGY INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | FORT COLLINS, CO | Advisor / Consultant INVESTMENT ADVISOR | 1,136 | $259.6M | $11K |
| ADVANCED ENERGY INDUSTRIES, INC. ADVANCED ENERGY INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | FORT COLLINS, CO | Advisor / Consultant CONSULTANT | 1,153 | $228.7M | $34K |
| ADVANCED ENERGY INDUSTRIES, INC. ADVANCED ENERGY INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | FORT COLLINS, CO | Advisor / Consultant CONSULTANT | 1,204 | $197.3M | $23K |
| SHERMAN & HOWARD L.L.C. SHERMAN & HOWARD RETIREMENT PLAN (2) | DENVER, CO | Other NONE | 155 | $110.7M | $3K |
| SHERMAN & HOWARD L.L.C. SHERMAN & HOWARD RETIREMENT PLAN (1) | DENVER, CO | Other NONE | 153 | $86.5M | $1K |
| FCI CONSTRUCTORS, INC. FCI CONSTRUCTORS, INC. PROFIT SHARING PLAN | GRAND JUNCTION, CO | Advisor / Consultant INVESTMENT ADVISOR | 432 | $82.2M | $50K |
| SAGE HOSPITALITY RESOURCES, LLC SAGE 401(K) RETIREMENT & SAVINGS PLAN | DENVER, CO | Advisor / Consultant INVESTMENT ADVISORY | 6,053 | $81.3M | $45K |
| FCI CONSTRUCTORS, INC. FCI CONSTRUCTORS, INC. PROFIT SHARING PLAN | GRAND JUNCTION, CO | Advisor / Consultant INVESTMENT ADVISOR | 417 | $80.7M | $39K |
| ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES, PC ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES, P.C. 401(K) PROFIT SHARING PLAN | FORT COLLINS, CO | TPA / Administrator CONTRACT ADMINISTRATOR | 577 | $76.5M | $23K |
| SAGE HOSPITALITY RESOURCES, LLC SAGE 401(K) RETIREMENT & SAVINGS PLAN | DENVER, CO | Advisor / Consultant INVESTMENT ADVISOR | 5,481 | $70.6M | $45K |
| FCI CONSTRUCTORS, INC. FCI CONSTRUCTORS, INC. PROFIT SHARING PLAN | GRAND JUNCTION, CO | TPA / Administrator CONTRACT ADMINISTRATOR | 409 | $67.9M | $34K |
| ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES, PC ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES, P.C. 401(K) PROFIT SHARING PLAN | FORT COLLINS, CO | Advisor / Consultant INVESTMENT ADVISORY | 576 | $67.5M | $54K |
| SAGE HOSPITALITY RESOURCES, LLC SAGE 401(K) RETIREMENT & SAVINGS PLAN | DENVER, CO | Advisor / Consultant INVESTMENT ADVISOR | 5,178 | $56.5M | $45K |
| SILVER OAK WINE CELLARS, LLC SILVER OAK CELLARS 401(K) PROFIT SHARING PLAN | HEALDSBURG, CA | Advisor / Consultant INVESTMENT ADVISORY | 205 | $47.6M | $42K |
| SILVER OAK WINE CELLARS, LLC SILVER OAK CELLARS 401(K) PROFIT SHARING PLAN | HEALDSBURG, CA | Advisor / Consultant INVESTMENT ADVISORY | 207 | $43.3M | $38K |
| JUNIOR ACHIEVEMENT USA JA USA 401(K) PLAN | COLORADO SPRINGS, CO | Advisor / Consultant INVESTMENT ADVISORY- PLAN | 989 | $43.0M | $37K |
| SILVER OAK WINE CELLARS, LLC SILVER OAK CELLARS 401(K) PROFIT SHARING PLAN | HEALDSBURG, CA | TPA / Administrator CONTRACT ADMINISTRATOR | 178 | $35.6M | $28K |
| SILVER OAK WINE CELLARS, LLC SILVER OAK CELLARS 401(K) PROFIT SHARING PLAN | HEALDSBURG, CA | Advisor / Consultant INVESTMENT ADVISORY | 178 | $35.6M | $19K |
| JUNIOR ACHIEVEMENT USA JA USA 401(K) PLAN | COLORADO SPRINGS, CO | Advisor / Consultant INVESTMENT ADVISORY- PLAN | 987 | $33.9M | $27K |
| FIRST WESTERN FINANCIAL, INC. FIRST WESTERN 401(K) PLAN | DENVER, CO | Accountant / Auditor ACCOUNTANT | 310 | $33.9M | $18K |
| FIRST WESTERN BANK & TRUST FIRST WESTERN BANK & TRUST 401(K) | MINOT, ND | Other PLAN SPONSOR | 303 | $32.8M | $18K |
| JUNIOR ACHIEVEMENT USA JA USA 401(K) PLAN | COLORADO SPRINGS, CO | Advisor / Consultant INVESTMENT ADVISORY- PLAN | 833 | $24.3M | $23K |
| KEMMONS WILSON COMPANIES KEMMONS WILSON COMPANIES 401(K) PLAN | MEMPHIS, TN | Other NONE | 152 | $21.5M | $37K |
| ODELL BREWING COMPANY ODELL BREWING COMPANY 401(K) PLAN | FORT COLLINS, CO | Advisor / Consultant INVESTMENT ADVISORY | 139 | $20.7M | $8K |
| ODELL BREWING COMPANY ODELL BREWING COMPANY 401(K) PLAN | FORT COLLINS, CO | Advisor / Consultant INVESTMENT ADVISORY | 139 | $20.7M | $25K |
| ODELL BREWING COMPANY ODELL BREWING COMPANY 401(K) PLAN | FORT COLLINS, CO | Advisor / Consultant INVESTMENT ADVISORY | 156 | $20.0M | $22K |
| ODELL BREWING COMPANY ODELL BREWING COMPANY 401(K) PLAN | FORT COLLINS, CO | Advisor / Consultant INVESTMENT ADVISORY | 175 | $16.5M | $30K |
| ODELL BREWING COMPANY ODELL BREWING COMPANY 401(K) PLAN | FORT COLLINS, CO | Advisor / Consultant INVESTMENT ADVISORY | 175 | $16.5M | $8K |
| INSTITUTE FOR SUPPLY MANAGEMENT THE INSTITUTE FOR SUPPLY MANAGEMENT, INC. TIAA-CREF RETIREMENT PLAN NO. 1 | TEMPE, AZ | Other NONE | 51 | $16.1M | $5K |
| NATIONAL 4-H COUNCIL NATIONAL 4-H COUNCIL 403(B) PLAN | WASHINGTON, DC | Advisor / Consultant INVESTMENT ADVISORY | 125 | $15.3M | $29K |
| PACIFICA OF THE VALLEY CORPORATION DBA PACIFICA HOSPITAL OF THE VALLEY 401(K) PLAN | SUN VALLEY, CA | Advisor / Consultant INVESTMENT ADVISORY | 616 | $15.0M | $31K |
| FORNEY INDUSTRIES, INC. FORNEY INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | FORT COLLINS, CO | Advisor / Consultant INVESTMENT ADVISOR | 201 | $14.0M | $19K |
| NATIONAL 4-H COUNCIL NATIONAL 4-H COUNCIL 403(B) PLAN | WASHINGTON, DC | Advisor / Consultant INVESTMENT ADVISORY | 97 | $13.5M | $28K |
| PACIFICA OF THE VALLEY CORPORATION DBA PACIFICA HOSPITAL OF THE VALLEY 401(K) PLAN | SUN VALLEY, CA | Advisor / Consultant INVESTMENT ADVISORY | 615 | $13.3M | $7K |
| PACIFICA OF THE VALLEY CORPORATION DBA PACIFICA HOSPITAL OF THE VALLEY 401(K) PLAN | SUN VALLEY, CA | TPA / Administrator CONTRACT ADMINISTRATOR | 615 | $13.3M | $39K |
| GENERAL AIR SERVICE AND SUPPLY COMPANY GENERAL AIR SERVICE AND SUPPLY CO. 401(K) PLAN | DENVER, CO | Advisor / Consultant INVESTMENT ADVISORY | 196 | $12.7M | $21K |
| ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES, P.C. ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES, P.C. CASH BALANCE PLAN | FORT COLLINS, CO | Other NONE | 137 | $12.7M | $10K |
| PACIFICA OF THE VALLEY CORPORATION DBA PACIFICA HOSPITAL OF THE VALLEY 401(K) PLAN | SUN VALLEY, CA | Advisor / Consultant INVESTMENT ADVISORY | 581 | $12.2M | $16K |
| NATIONAL 4-H COUNCIL NATIONAL 4-H COUNCIL 403(B) PLAN | WASHINGTON, DC | Advisor / Consultant INVESTMENT ADVISORY | 98 | $12.0M | $36K |
| FORNEY INDUSTRIES, INC. FORNEY INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | FORT COLLINS, CO | Advisor / Consultant INVESTMENT ADVISOR | 184 | $10.4M | $42K |
| ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES, P.C. ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES, P.C. CASH BALANCE PLAN | FORT COLLINS, CO | Advisor / Consultant INVESTMENT ADVISORY | 130 | $10.0M | $5K |
| GENERAL AIR SERVICE AND SUPPLY COMPANY GENERAL AIR SERVICE AND SUPPLY CO. 401(K) PLAN | DENVER, CO | Advisor / Consultant INVESTMENT ADVISORY | 193 | $9.9M | $24K |
| JEWISH FAMILY SERVICE OF COLORADO, INC. JFS 401(K) PLAN | DENVER, CO | Other NONE | 183 | $9.4M | $13K |
| GOLDEN AUTOMOTIVE GROUP LLC GOLDEN AUTOMOTIVE GROUP LLC 401(K) PROFIT SHARING PLAN | GOLDEN, CO | Advisor / Consultant ADVISOR | 227 | $7.9M | $22K |
| JEWISH FAMILY SERVICE OF COLORADO, INC. JFS 401(K) PLAN | DENVER, CO | Other NONE | 179 | $7.8M | $12K |
| GSI SERVICE GROUP INC. GSI SERVICE GROUP INC. 401(K) RETIREMENT SAVINGS PLAN | HONOLULU, HI | Advisor / Consultant INVESTMENT ADVISOR | 276 | $7.4M | $4K |
| GOLDEN TRIANGLE CONSTRUCTION, LLC GOLDEN TRIANGLE CONSTRUCTION, LLC 401(K) PLAN | FREDERICK, CO | Other NONE | 82 | $7.0M | $19K |
| GOLDEN AUTOMOTIVE GROUP LLC GOLDEN AUTOMOTIVE GROUP LLC 401(K) PROFIT SHARING PLAN | GOLDEN, CO | Advisor / Consultant ADVISOR | 159 | $6.6M | $20K |
| BOARD OF TRUSTEES OF DAKOTAS AREAWIDE IBEW-NECA VACATION & HOLIDAY TRU DAKOTAS AREAWIDE IBEW-NECA VACATION & HOLIDAY TRUST FUND | FARGO, ND | Other NONE | 2,250 | $6.4M | $8K |
| JEWISH FAMILY SERVICE OF COLORADO, INC. JFS 401(K) PLAN | DENVER, CO | Other NONE | 163 | $6.4M | $12K |
| GOLDEN AUTOMOTIVE GROUP LLC GOLDEN AUTOMOTIVE GROUP LLC 401(K) PROFIT SHARING PLAN | GOLDEN, CO | Advisor / Consultant ADVISOR | 125 | $5.7M | $20K |
| GSI SERVICE GROUP INC. GSI SERVICE GROUP INC 401(K) RETIREMENT SAVINGS PLAN | HONOLULU, HI | Advisor / Consultant INVESTMENT ADVISOR | 179 | $5.6M | $9K |
| CALEEL HAYDEN LLC CALEEL HAYDEN LLC 401K SAVINGS PLAN | DENVER, CO | Other INVESTMENT/FINANCIAL ADVI | 60 | $3.9M | $18K |
| BOARD OF TRUSTEES OF DAKOTAS AREAWIDE IBEW-NECA VACATION & HOLIDAY TRU DAKOTAS AREAWIDE IBEW-NECA VACATION & HOLIDAY TRUST FUND | FARGO, ND | Other NONE | 1,747 | $3.5M | $17K |
| CALEEL HAYDEN LLC CALEEL HAYDEN LLC 401K SAVINGS PLAN | DENVER, CO | Other INVESTMENT/FINANCIAL ADVI | 72 | $3.4M | $6K |
| CALEEL HAYDEN LLC CALEEL HAYDEN LLC 401K SAVINGS PLAN | DENVER, CO | Other INVESTMENT/FINANCIAL ADVI | 70 | $3.0M | $11K |
| WILSON AIR CENTER LLC KEMMONS WILSON COMPANIES 401(K) PLAN (WAC) | MEMPHIS, TN | Other NONE | 160 | $2.5M | $9K |