Ameriserv Wealth & Capital Mgmt

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

Active participants

1,745

Total plan assets

$150.7M

Filings (rows)

Direct comp

$470K

Indirect comp

Showing only "AMERISERV WEALTH & CAPITAL MGMT"

View all 2 variants aggregated →

AMERISERV WEALTH & CAPITAL MGMT8 AMERISERV WEALTH & CAPTIAL MGMT2

SERVICES PROVIDED

Trustee6

Advisor / Consultant2

CITs / DFEs sponsored by this firm

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Fund / entity	Plans holding
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Plans served

All 4 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Smith Transport, Inc. Profit Sharin Smith Transport , Inc. Profit Sharing Plan · all filings	ROARING SPRINGS, PA	Trustee	956	$87.2M	$273K	$0
JWF Industries JWF Industries 401(k) Plan · all filings	JOHNSTOWN, PA	Trustee	275	$52.3M	$141K	$0
International Union of Operating Engineers Local 95, 95A, 950 International Union of Operating Engineers Local 95, 95A, 950 401(k) Plan · all filings	PITTSBURGH, PA	Advisor / Consultant	514	$11.2M	$47K	$0
Franklin Logistics LLC Franklin Logistics LLC 401(k) Plan · all filings	ROARING SPRINGS, PA	Trustee	0	$0	$9K	$0