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

Other service providers3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Teamsters Local 170 Health and Welfare Fund Teamsters Local 170 Health and Welfare Fund · all filings	WORCESTER, MA	Other service providers	1,229	$99.3M	$21K	$0
Teamsters Local 170 Health and Welfare Fund Teamsters Local 170 Health and Welfare Fund · all filings	WORCESTER, MA	Other service providers	1,222	$90.6M	$98K	$0
Teamsters Local 170 Health and Welfare Fund Teamsters Local 170 Health and Welfare Fund · all filings	WORCESTER, MA	Other service providers	1,301	$82.3M	$100K	$0
Central Virginia Dental Care, PLC CVDC 401(k) Plan · all filings	COLONIAL HEIGHTS, VA	Advisor / Consultant	486	$75.3M	$4K	$0
MCS Industries, Incorporated MCS Industries 401(k) Profit Sharing Plan · all filings	EASTON, PA	Advisor / Consultant	115	$17.8M	$4K	$0
MCS Industries, Incorporated MCS Industries 401(k) Profit Sharing Plan · all filings	EASTON, PA	Advisor / Consultant	153	$17.4M	$1K	$0