SWBC Investment Advisory SER

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

15,015

Total plan assets

$68.1M

Filings (rows)

Direct comp

$30K

Indirect comp

Showing only "SWBC INVESTMENT ADVISORY SER"

View all 12 variants aggregated →

SWBC INVESTMENT ADVISORY SERVICES18 SWBC INVESTMENT SERVICES17 SWBC INVESTMENT ADVISORY SERV D13 SWBC INVESTMENT ADVISORY SERVICES L4 SWBC INVESTMENT ADVISORY SERVICE3 SWBC INVESTMENT CO3 SWBC INVESTMENT ADVISORY SER

SERVICES PROVIDED

Investment manager3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Reimagined Parking, Inc. Reimagined Parking Inc., 401(k) Plan · all filings	NEW YORK, NY	Investment manager	3,540	$24.6M	$9K	$0
Reimagined Parking, Inc. Reimagined Parking Inc., 401(k) Plan · all filings	MIAMI, FL	Investment manager	4,857	$22.6M	$11K	$0
REEF Global Inc. REEF Global Inc. 401(k) Plan · all filings	MIAMI, FL	Investment manager	6,618	$20.9M	$11K	$0