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 SERVICES17 SWBC INVESTMENT SERVICES16 SWBC INVESTMENT ADVISORY SERV D13 SWBC INVESTMENT ADVISORY SERVICES L4 SWBC INVESTMENT ADVISORY SVCS3 SWBC INVESTMENT CO3 SWBC INVESTMENT ADVISORY SER

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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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