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 / Plan | Location | Service | Participants | Assets | Direct 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 |
