J W Cole 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

11,258

Total plan assets

$217.7M

Filings (rows)

Direct comp

$28K

Indirect comp

Showing only "J W COLE ADVISORS"

View all 13 variants aggregated →

J W COLE FINANCIAL12 J W THOMPSON INVESTMENTS6 J WITT5 J W TERRILL - MARSH & MCLENNAN3 J W HUNT AND LLP3 J W COLE ADVISORS3 J W MAYS3

SERVICES PROVIDED

Advisor / Consultant2

Investment manager1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Newport Group, Inc. Ascensus Secure Retirement Pooled Employer Plan · all filings	FOLSOM, CA	Investment manager	11,059	$205.6M	$8K	$0
North Salem State Bank North Salem State Bank 401(k) Plan · all filings	NORTH SALEM, IN	Advisor / Consultant	101	$6.5M	$11K	$0
North Salem State Bank North Salem State Bank 401(k) Plan · all filings	NORTH SALEM, IN	Advisor / Consultant	98	$5.7M	$9K	$0