JW Cole Services

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

194

Total plan assets

$12.5M

Filings (rows)

Direct comp

Indirect comp

$10K

Showing only "JW COLE SERVICES"

View all 4 variants aggregated →

JW COLE ADVISORS16 JW COLE FINANCIAL14 JW COLE INS SERVICES2 JW COLE SERVICES2

SERVICES PROVIDED

Advisor / Consultant1

Other service providers1

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Knowlton Technologies, LLC Knowlton Technologies, LLC Union Plan · all filings	WATERTOWN, NY	Advisor / Consultant	105	$7.2M	$0	$10K
Knowlton Technologies, LLC Knowlton Technologies, LLC Union Plan · all filings	WATERTOWN, NY	Other service providers	89	$5.3M	$0	$0