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 SERVICES17 SWBC INVESTMENT SERVICES16 SWBC INVESTMENT ADVISORY SERV D13 SWBC INVESTMENT ADVISORY SERVICES L4 SWBC INVESTMENT ADVISORY SERVICE3 SWBC INVESTMENT ADVISORY SVCS3

SERVICES PROVIDED

Investment manager3

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Plans served

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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