SWBC Investment Advisory SERV

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

357

Total plan assets

$37.4M

Filings (rows)

Direct comp

$11K

Indirect comp

Showing only "SWBC INVESTMENT ADVISORY SERV"

View all 12 variants aggregated →

SWBC INVESTMENT ADVISORY SERV D18 SWBC INVESTMENT ADVISORY SERVICES18 SWBC INVESTMENT SERVICES17 SWBC INVESTMENT ADVISORY SERVICES L8 SWBC INVESTMENT ADVISORY SERVICE3 SWBC INVESTMENT CO3 SWBC INVESTMENT ADVISORY SER

SERVICES PROVIDED

Advisor / Consultant2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Tonoga , Inc. Tonoga, Inc. Profit Sharing/401(k) Plan · all filings	PETERSBURGH, NY	Advisor / Consultant	240	$24.6M	$3K	$0
Bachman's Inc. Bachman's, Inc. Union Employees Retirement / Savings Plan · all filings	MINNEAPOLIS, MN	Advisor / Consultant	117	$12.8M	$8K	$0