Bellwether Advisors

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

3,321

Total plan assets

$348.4M

Filings (rows)

Direct comp

$166K

Indirect comp

SERVICES PROVIDED

Investment manager4

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Vallen Distribution, Inc. Vallen Distribution, Inc. 401(k) Plan · all filings	BELMONT, NC	Investment manager	2,902	$240.3M	$6K	$0
PEN-Link, Ltd. PEN-Link, Ltd. 401(k) Plan · all filings	LINCOLN, NE	Investment manager	154	$41.2M	$68K	$0
PEN-Link, Ltd. PEN-Link, Ltd. 401(k) Plan · all filings	LINCOLN, NE	Investment manager	150	$37.3M	$57K	$0
PEN-Link, Ltd. PEN-Link, Ltd. 401(k) Plan · all filings	LINCOLN, NE	Investment manager	115	$29.7M	$35K	$0