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"

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 SVCS3 SWBC INVESTMENT ADVISORY SERVICE3

SERVICES PROVIDED

Advisor / Consultant1

Plans served

All 1 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