SWBC Investment Advisory Service

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

1,726

Total plan assets

$204.0M

Filings (rows)

Direct comp

$150K

Indirect comp

Showing only "SWBC INVESTMENT ADVISORY SERVICE"

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 ADVISORY SVCS3

SERVICES PROVIDED

Advisor / Consultant3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
TMF Health Quality Institute TMF Health Quality Institute 401(k) Retirement Savings Plan · all filings	AUSTIN, TX	Advisor / Consultant	712	$79.2M	$53K	$0
TMF Health Quality Institute TMF Health Quality Institute 401(k) Retirement Savings Plan · all filings	AUSTIN, TX	Advisor / Consultant	510	$67.5M	$53K	$0
TMF Health Quality Institute TMF Health Quality Institute 401(k) Retirement Savings Plan · all filings	AUSTIN, TX	Advisor / Consultant	504	$57.3M	$44K	$0