CONGRESS WEALTH 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

Active participants

4,506

Total plan assets

$382.6M

Filings (rows)

Direct comp

$227K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Other3

Top plans served

All 6 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND	WORCESTER, MA	Other NONE	1,229	$99.3M	$21K
TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND	WORCESTER, MA	Other NONE	1,222	$90.6M	$98K
TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND