ACCEL WEALTH MANAGEMENT
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
32
Active participants
15,252
Total plan assets
$996.7M
Filings (rows)
32
Direct comp
$342K
Indirect comp
$817K
SERVICES PROVIDED
Advisor / Consultant22
Other10
Top plans served
All 32 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| VGM GROUP INC VGM GROUP INC 401(K) PROFIT SHARING PLAN | WATERLOO, IA | Advisor / Consultant INVESTMENT ADVISORY | 1,520 | $127.1M | $0 |
| MARTIN BROTHERS DISTRIBUTING COMPANY, INC. MARTIN BROTHERS DISTRIBUTING COMPANY, INC. ESOP AND 401(K) PLAN | CEDAR FALLS, IA | Advisor / Consultant INVESTMENT ADVISORY | 555 | $122.1M | $29K |
| MARTIN BROTHERS DISTRIBUTING COMPANY, INC. MARTIN BROTHERS DISTRIBUTING COMPANY, INC. ESOP AND 401(K) PLAN | CEDAR FALLS, IA | Advisor / Consultant INVESTMENT ADVISORY | 575 | $118.4M | $37K |
| VGM GROUP INC VGM GROUP INC 401(K) PROFIT SHARING PLAN | WATERLOO, IA | Advisor / Consultant INVESTMENT ADVISORY | 1,443 | $116.5M | $0 |
| MARTIN BROTHERS DISTRIBUTING COMPANY, INC. MARTIN BROTHERS DISTRIBUTING COMPANY, INC. ESOP AND 401(K) PLAN | CEDAR FALLS, IA | Advisor / Consultant INVESTMENT ADVISORY | 538 | $114.8M | $0 |
| VGM GROUP INC VGM GROUP INC 401(K) PROFIT SHARING PLAN | WATERLOO, IA | Advisor / Consultant INVESTMENT ADVISORY | 1,367 | $98.4M | $0 |
| YOUNG PLUMBING & HEATING CO. YOUNG PLUMBING & HEATING CO. PROFIT SHARING PLAN | WATERLOO, IA | Advisor / Consultant INVESTMENT ADVISORY | 119 | $37.4M | $0 |
| WESLEYLIFE WESLEYLIFE 401(K) PROFIT SHARING PLAN | JOHNSTON, IA | Other NONE | 1,334 | $34.5M | $32K |
| YOUNG PLUMBING & HEATING CO. YOUNG PLUMBING & HEATING CO. PROFIT SHARING PLAN | WATERLOO, IA | Advisor / Consultant INVESTMENT ADVISORY | 114 | $33.6M | $0 |
| YOUNG PLUMBING & HEATING CO. YOUNG PLUMBING & HEATING CO. PROFIT SHARING PLAN | WATERLOO, IA | Advisor / Consultant INVESTMENT ADVISORY | 101 | $29.7M | $0 |
| WESLEYLIFE WESLEYLIFE 401(K) PROFIT SHARING PLAN | JOHNSTON, IA | Other NONE | 1,167 | $28.8M | $18K |
| GMT LLC GMT CORPORATION 401(K) PROFIT SHARING PLAN | WAVERLY, IA | Other NONE | 140 | $12.6M | $32K |
| GMT LLC GMT CORPORATION 401(K) PROFIT SHARING PLAN | WAVERLY, IA | Other NONE | 183 | $12.6M | $29K |
| GMT LLC GMT CORPORATION 401(K) PROFIT SHARING PLAN | WAVERLY, IA | Other NONE | 270 | $11.1M | $29K |
| PATTISON COMPANY, LLC PATTISON COMPANY, LLC 401(K) PROFIT SHARING PLAN | GARNAVILLO, IA | Advisor / Consultant INVESTMENT ADVISOR | 158 | $9.9M | $14K |
| PATTISON SAND COMPANY, L.L.C. PATTISON SAND COMPANY, L.L.C. 401(K) PROFIT SHARING PLAN | GARNAVILLO, IA | Other NONE | 158 | $8.8M | $31K |
| EICHELBERGER FARMS, INC. EICHELBERGER FARMS, INC. 401(K) PLAN | WAYLAND, IA | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 198 | $8.1M | $7K |
| GOODWILL INDUSTRIES OF NE IOWA, INC. GOODWILL INDUSTRIES OF NE IOWA, INC. 401(K) PROFIT SHARING PLAN | WATERLOO, IA | Advisor / Consultant INVESTMENT ADVISORY | 327 | $7.2M | $0 |
| EICHELBERGER FARMS, INC. EICHELBERGER FARMS, INC. 401(K) PLAN | WAYLAND, IA | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 187 | $7.1M | $8K |
| GOODWILL INDUSTRIES OF NE IOWA, INC. GOODWILL INDUSTRIES OF NE IOWA, INC. 401(K) PROFIT SHARING PLAN | WATERLOO, IA | Advisor / Consultant INVESTMENT ADVISORY | 327 | $6.3M | $0 |
| EICHELBERGER FARMS, INC. EICHELBERGER FARMS, INC. 401(K) PLAN | WAYLAND, IA | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 170 | $6.0M | $7K |
| CEDAR VALLEY HOSPICE, INC. CEDAR VALLEY HOSPICE RETIREMENT PLAN | WATERLOO, IA | Advisor / Consultant INVESTMENT ADVISOR | 108 | $5.5M | $24K |
| GOODWILL INDUSTRIES OF NE IOWA, INC. GOODWILL INDUSTRIES OF NE IOWA, INC. 401(K) PROFIT SHARING PLAN | WATERLOO, IA | Advisor / Consultant INVESTMENT ADVISORY | 331 | $5.4M | $0 |
| OPTIMAE LIEFSERVICES INC OPTIMAE LIFESERVICES, INC. SAVINGS AND INVESTMENT PLAN | FAIRFIELD, IA | Advisor / Consultant INVESTMENT ADVISORY | 1,181 | $5.3M | $0 |
| OPTIMAE LIEFSERVICES INC OPTIMAE LIFESERVICES, INC. SAVINGS AND INVESTMENT PLAN | FAIRFIELD, IA | Advisor / Consultant INVESTMENT ADVISORY | 699 | $4.9M | $0 |
| CEDAR VALLEY HOSPICE, INC. CEDAR VALLEY HOSPICE RETIREMENT PLAN | WATERLOO, IA | Advisor / Consultant INVESTMENT ADVISOR | 108 | $4.8M | $20K |
| OPTIMAE LIEFSERVICES INC OPTIMAE LIFESERVICES, INC. SAVINGS AND INVESTMENT PLAN | FAIRFIELD, IA | Advisor / Consultant INVESTMENT ADVISORY | 691 | $4.3M | $0 |
| AREA SUBSTANCE ABUSE COUNCIL , INC. AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN | CEDAR RAPIDS, IA | Other SERVICE PROVIDER | 169 | $4.1M | $0 |
| CEDAR VALLEY HOSPICE, INC. CEDAR VALLEY HOSPICE RETIREMENT PLAN | WATERLOO, IA | Advisor / Consultant INVESTMENT ADVISOR | 101 | $3.9M | $22K |
| AREA SUBSTANCE ABUSE COUNCIL , INC. AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN | CEDAR RAPIDS, IA | Other SERVICE PROVIDER | 157 | $3.7M | $0 |
| WELLSPIRE, LLC WELLSPIRE, LLC 401(K) PLAN | JOHNSTON, IA | Other NONE | 477 | $2.1M | $2K |
| WELLSPIRE, LLC WELLSPIRE, LLC 401(K) PLAN | JOHNSTON, IA | Other NONE | 279 | $1.7M | $1K |