Form 5500 Search

ADVISORY GROUP

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
5
Active participants
1,390
Total plan assets
$83.0M
Filings (rows)
5
Direct comp
$35K
Indirect comp
$98K
Aggregating 2 name variants under "ADVISORY GROUP"

SERVICES PROVIDED

Broker3
Advisor / Consultant2

Top plans served

All 5 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
VERNON CENTRAL WAREHOUSE, INC
SWEETENER PRODUCTS COMPANY AND AFFILIATED COMPANIES SECTION 401(K) RETIREMENT SAVINGS PLAN
VERNON, CA
Advisor / Consultant
INVESTMENT ADVISOR
127$21.6M$6K
VERNON CENTRAL WAREHOUSE, INC. DBA SWEETENER PRODUCTS COMPANY
SWEETENER PRODUCTS COMPANY AND AFFILIATED COMPANIES SECTION 401(K) RETIREMENT SAVINGS PLAN
VERNON, CA
Advisor / Consultant
INVESTMENT ADVISOR
124$19.7M$29K
EPTAM PLASTICS LTD.
EPTAM PRECISION SOLUTIONS 401(K) PLAN
NORTHFIELD, NH
Broker
BROKER/ADVISER
457$19.4M$0
EPTAM PLASTICS LTD.
EPTAM PRECISION SOLUTIONS 401(K) PLAN
NORTHFIELD, NH
Broker
BROKER/ADVISER
527$15.1M$0
S.L. CHASSE WELDING AND FABRICATING, INC.
S.L CHASSE WELDING AND FABRICATING INC 401K PLAN
HUDSON, NH
Broker
BROKER
155$7.2M$0