JW COLE
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
32
Active participants
782,258
Total plan assets
$16.9B
Filings (rows)
34
Direct comp
$689K
Indirect comp
$193K
Aggregating 4 name variants under "JW COLE"
SERVICES PROVIDED
Advisor / Consultant16
Other16
Top plans served
Showing top 34 of 32 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| INTERMOUNTAIN HEALTH CARE, INC. INTERMOUNTAIN HEALTH 401(K) PLAN | SALT LAKE CITY, UT | Other NONE | 69,032 | $6.8B | $6K |
| INTERMOUNTAIN HEALTH CARE, INC. INTERMOUNTAIN HEALTHCARE SAVINGS PLUS 401(K) PLAN | SALT LAKE CITY, UT | Other NONE | 68,371 | $6.0B | $5K |
| PAYCHEX RETIREMENT LLC PAYCHEX POOLED EMPLOYER 401(K) PLAN | ROCHESTER, NY | Advisor / Consultant INVESTMENT ADVISORY (PART | 621,703 | $1.8B | $7K |
| FRONTIER AIRLINES, INC. FRONTIER AIRLINES, INC. 401(K) RETIREMENT PLAN | DENVER, CO | Other NONE | 7,716 | $961.9M | $7K |
| FRONTIER AIRLINES, INC. FRONTIER AIRLINES, INC. 401(K) RETIREMENT PLAN | DENVER, CO | Other NONE | 6,972 | $793.8M | $6K |
| INFO TECH OPERATING, LLC INFO TECH, INC. 401(K) RETIREMENT SAVINGS PLAN | GAINESVILLE, FL | Other NONE | 272 | $75.5M | $67K |
| INFO TECH, INC. INFO TECH, INC. 401(K) RETIREMENT SAVINGS PLAN | GAINESVILLE, FL | Other NONE | 293 | $69.9M | $65K |
| INFO TECH, INC. INFO TECH, INC. 401(K) RETIREMENT SAVINGS PLAN | GAINESVILLE, FL | Other NONE | 330 | $64.8M | $70K |
| MATRIX NEW WORLD ENGINEERING, LAND SURVEYING, AND LANDSCAPE ARCHITECTU MATRIX NEW WORLD ENGINEERING, LAND SURVEYING AND LANDSCAPE ARCHITECTURE, P.C. 401K PLAN | FLORHAM PARK, NJ | Advisor / Consultant INVESTMENT ADVISOR | 160 | $27.0M | $28K |
| MILLER ENVIRONMENTAL GROUP, INC. MILLER ENVIRONMENTAL GROUP, INC. 401(K) PLAN | CALVERTON, NY | Advisor / Consultant ADVISOR | 497 | $25.9M | $27K |
| MATRIX NEW WORLD ENGINEERING,LAND SURVEYING AND LANDSCAPING ARCHITEC MATRIX NEW WORLD ENGINEERING, LAND SURVEYING AND LANDSCAPE ARCHITECTURE, P.C. 401K PLAN | FLORHAM PARK, NJ | Advisor / Consultant INVESTMENT ADVISOR | 174 | $22.5M | $57K |
| FARAH & FARAH, P.A. FARAH AND FARAH, P.A. 401(K) SAVINGS PLAN | JACKSONVILLE, FL | Advisor / Consultant INVESTMENT ADVISOR | 411 | $22.4M | $69K |
| FARAH & FARAH, P.A. FARAH AND FARAH, P.A. 401(K) SAVINGS PLAN | JACKSONVILLE, FL | Advisor / Consultant INVESTMENT ADVISOR | 385 | $18.8M | $55K |
| JOHN GALT STAFFING, INC. JOHN GALT STAFFING, INC. RETIREMENT SAVINGS PLAN | BURLINGTON, MA | Other INVESTMENT PROVIDER | 121 | $17.2M | $0 |
| JOHN GALT STAFFING, INC. JOHN GALT STAFFING, INC. RETIREMENT SAVINGS PLAN | BURLINGTON, MA | Other INVESTMENT PR OVIDER | 95 | $15.2M | $0 |
| JOHN GALT STAFFING, INC. JOHN GALT STAFFING, INC. RETIREMENT SAVINGS PLAN | BURLINGTON, MA | Other INVESTMENT PROVIDER | 95 | $15.2M | $0 |
| CREEKSIDE COMPANIES, INC. CREEKSIDE COMPANIES, INC. 401(K) PLAN | BUFFALO, MN | Advisor / Consultant ADVISOR | 257 | $15.2M | — |
| FARAH & FARAH, P.A. FARAH AND FARAH, P.A. 401(K) SAVINGS PLAN | JACKSONVILLE, FL | Advisor / Consultant INVESTMENT ADVISOR | 331 | $14.4M | $51K |
| WINCORP INTERNATIONAL, INC. WINCORP INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN AND | MEDLEY, FL | Other INVESTMENT/FINANCIAL ADVI | 253 | $14.2M | $38K |
| SEQUENTIAL TECHNOLOGY INTERNATIONAL LLC STI 401(K) PLAN | BETHLEHEM, PA | Advisor / Consultant ADVISOR | 259 | $14.2M | $20K |
| CREEKSIDE COMPANIES, INC. CREEKSIDE COMPANIES, INC. 401(K) PLAN | BUFFALO, MN | Advisor / Consultant ADVISOR | 255 | $13.0M | $22K |
| WINCORP INTERNATIONAL, INC. WINCORP INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN AND | MIAMI, FL | Other INVESTMENT/FINANCIAL ADVI | 277 | $12.5M | $31K |
| JOHN GALT STAFFING, INC. JOHN GALT STAFFING, INC. RETIREMENT SAVINGS PLAN | BURLINGTON, MA | Other INVESTMENT PR OVIDER | 110 | $12.2M | $0 |
| JOHN GALT STAFFING, INC. JOHN GALT STAFFING, INC. RETIREMENT SAVINGS PLAN | BURLINGTON, MA | Other INVESTMENT PROVIDER | 110 | $12.2M | $0 |
| CREEKSIDE COMPANIES, INC. CREEKSIDE COMPANIES, INC. 401(K) PLAN | BUFFALO, MN | Advisor / Consultant ADVISOR | 301 | $10.3M | $25K |
| WINCORP INTERNATIONAL, INC. WINCORP INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN AND | MEDLEY, FL | Other INVESTMENT/FINANCIAL ADVI | 277 | $9.5M | $28K |
| KNOWLTON TECHNOLOGIES, LLC KNOWLTON TECHNOLOGIES, LLC UNION PLAN | WATERTOWN, NY | Advisor / Consultant BROKER ADVISOR | 105 | $7.2M | $0 |
| KNOWLTON TECHNOLOGIES, LLC KNOWLTON TECHNOLOGIES, LLC UNION PLAN | WATERTOWN, NY | Other SHAREHOLDER SERVICE PROVI | 89 | $5.3M | $0 |
| SPORTS FACILITIES COMPANIES, LLC SPORTS FACILITIES COMPANIES, LLC 401(K) RETIREMENT PLAN | CLEARWATER, FL | Advisor / Consultant BROKER/ADVISOR | 2,601 | $4.2M | $0 |
| ARROW MOVING & STORAGE ARROW MOVING & STORAGE 401(K) PLAN | COLORADO SPRINGS, CO | Other MONEY MANAGER | 125 | $2.8M | $0 |
| HOT-LINE FREIGHT SYSTEM, INC. HOT-LINE FREIGHT SYSTEM SAVINGS AND RETIREMENT PLAN | WEST SALEM, WI | Other INVESTMENT PROFESSIONAL | 149 | $2.7M | $0 |
| SF COMPANIES HOLDINGS, LLC SPORTS FACILITIES MANAGEMENT, LLC 401(K) RETIREMENT PLAN | CLEARWATER, FL | Advisor / Consultant BROKER ADVISOR | 270 | $1.4M | $0 |
| JACKSONS BISTRO AND BAR, LLC JACKSON'S SAVINGS & INVESTMENT PLAN | TAMPA, FL | Advisor / Consultant ADVISOR | 57 | $1.2M | $0 |
| BELAIR TRANSPORT INC. BELAIR TRANSPORT INC 401K PROFIT SHARING PLAN | ORANGE, NJ | Advisor / Consultant INVESTMENT ADVISOR | 10 | $1.2M | $6K |