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Two West Advisors DBA GOAL PATH — Form 5500 Service Provider Profile | Form 5500 Search
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Two West Advisors DBA GOAL PATH
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
1
Active participants
235
Total plan assets
$18.7M
Filings (rows)
1
Direct comp
$7K
Indirect comp
$0
Showing only "TWO WEST ADVISORS DBA GOAL PATH"
View all 7 variants aggregated →
TWO WEST CAPITAL ADVISORS
145
TWO WEST CAPITAL ADVISOR
11
TWO WEST CAPITAL INVESTORS
9
TWO WEST ADVISORS
5
TWO WEST
4
TWO WEST CAPITAL
1
TWO WEST ADVISORS DBA GOAL PATH
1
SERVICES PROVIDED
Investment manager
1
Plans served
All 1 plans
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Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
Polyquest, Inc.
Polyquest, Inc. 401(k) Profit Sharing Plan ·
all filings
WILMINGTON, NC
Investment manager
235
$18.7M
$7K
$0