Form 5500 Search

AFG FIDUCIARY SERVICES

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
11
Active participants
6,136
Total plan assets
$468.3M
Filings (rows)
11
Direct comp
$335K
Indirect comp
$0

SERVICES PROVIDED

Advisor / Consultant8
Other3

Top plans served

All 11 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
MAJOR TOOL & MACHINE, INC.
PRECINMAC 401(K) PLAN
INDIANAPOLIS, IN
Advisor / Consultant
ADVISOR
1,536$151.9M$109K
MAJOR TOOL & MACHINE, INC.
PRECINMAC 401(K) PLAN
INDIANAPOLIS, IN
Advisor / Consultant
ADVISOR
1,443$133.2M$65K
MAJOR TOOL & MACHINE, INC.
MAJOR TOOL & MACHINE INC. PERSONAL SAVINGS PLAN
INDIANAPOLIS, IN
Advisor / Consultant
ADVISOR
1,044$80.3M$6K
RUGBY HOLDINGS LLC
RUGBY 401(K) PLAN
CONCORD, NH
Advisor / Consultant
ADVISOR
646$28.2M$23K
COREVITAS, LLC
COREVITAS, LLC 401(K) PLAN
WALTHAM, MA
Advisor / Consultant
INVESTMENT ADVISOR
277$23.4M$29K
RUGBY HOLDINGS LLC
RUGBY 401(K) PLAN
CONCORD, NH
Advisor / Consultant
ADVISOR
660$22.3M$33K
COREVITAS, LLC
COREVITAS, LLC 401(K) PLAN
WALTHAM, MA
Advisor / Consultant
INVESTMENT ADVISOR
208$16.7M$25K
PMC MEDICAL GROUP, LLC
PMC MEDICAL GROUP 401(K) PLAN
SOMERSWORTH, NH
Other
NONE
109$6.2M$14K
DIRECT MAIL OF MAINE INC.
DIRECT MAIL OF MAINE INC 401(K) PROFIT SHARING PLAN AND TRUST
SCARBOROUGH, ME
Other
INVESTMENT/FINANCIAL ADVI
99$3.3M$7K
DIRECT MAIL OF MAINE INC.
DIRECT MAIL OF MAINE INC 401(K) PROFIT SHARING PLAN AND TRUST
SCARBOROUGH, ME
Other
INVESTMENT/FINANCIAL ADVI
114$2.8M$5K
COREVITAS, LLC
COREVITAS, LLC 401(K) PLAN
WALTHAM, MA
Advisor / Consultant
INVESTMENT ADVISOR
0$0$18K