Delaware Avenue Wealth Planner

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

125

Total plan assets

$3.1M

Filings (rows)

Direct comp

Indirect comp

$14K

Showing only "DELAWARE AVENUE WEALTH PLANNER"

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DELAWARE AVENUE WEALTH PLANNERS LL3 DELAWARE AVENUE WEALTH PLANNER1

SERVICES PROVIDED

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Morvent Air Conditioning & Heating, LLC Morvent Heating & Air Conditioning 401(k) Profit Sharing Plan · all filings	WEST CHESTER, PA	Advisor / Consultant	125	$3.1M	$0	$14K