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

240

Total plan assets

$24.6M

Filings (rows)

Direct comp

$3K

Indirect comp

Showing only "SWBC INVESTMENT ADVISORY SERV"

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SWBC INVESTMENT ADVISORY SERVICES17 SWBC INVESTMENT SERVICES16 SWBC INVESTMENT ADVISORY SERV D13 SWBC INVESTMENT ADVISORY SERVICES L4 SWBC INVESTMENT CO3 SWBC INVESTMENT ADVISORY SERVICE3 SWBC INVESTMENT ADVISORY SER

SERVICES PROVIDED

Advisor / Consultant1

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Plans served

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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