Form 5500 Search

BROADVIEW FINANCIAL MANAGEMENT

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
1
Active participants
6,844
Total plan assets
$2.6B
Filings (rows)
1
Direct comp
$6K
Indirect comp
$0

SERVICES PROVIDED

Broker1

Top plans served

All 1 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
THE MEDICAL COLLEGE OF WISCONSIN, INC.
THE MEDICAL COLLEGE OF WISCONSIN, INC. RETIREMENT PLAN
MILWAUKEE, WI
Broker
SECURITIES BROKER
6,844$2.6B$6K
BROADVIEW FINANCIAL MANAGEMENT — Form 5500 Service Provider Profile | Form 5500 Search