SWBC Investment

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

522

Total plan assets

$5.3M

Filings (rows)

Direct comp

$9K

Indirect comp

Showing only "SWBC INVESTMENT"

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 SERVICE3 SWBC INVESTMENT ADVISORY SVCS3 SWBC INVESTMENT ADVISORY SER

SERVICES PROVIDED

Advisor / Consultant1

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
O.P.E.N. America, Inc. DBA Openworks O.P.E.N. America, Inc. DBA Openworks 401(k) Plan · all filings	PHOENIX, AZ	Other service providers	124	$4.3M	$5K	$0
Frontline Food Services Frontline Food Services 401(k) Plan · all filings	PFLUGERVILLE, TX	Advisor / Consultant	398	$1.0M	$4K	$0