Delaware Avenue

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

1,103

Total plan assets

$29.3M

Filings (rows)

Direct comp

Indirect comp

$84K

Aggregating 2 name variants under "DELAWARE AVENUE"

Click a variant to view it alone

DELAWARE AVENUE WEALTH PLANNERS LL3 DELAWARE AVENUE WEALTH PLANNER1

SERVICES PROVIDED

Advisor / Consultant4

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
P. J. Fitzpatrick, LLC P. J. Fitzpatrick, LLC 401(k) Retirement Plan · all filings	NEW CASTLE, DE	Advisor / Consultant	446	$11.0M	$0	$29K
P. J. Fitzpatrick, LLC P. J. Fitzpatrick, LLC 401(k) Retirement Plan · all filings	NEW CASTLE, DE	Advisor / Consultant	310	$8.7M	$0	$22K
P. J. Fitzpatrick, Inc. P. J. Fitzpatrick, Inc. 401(k) Retirement Plan · all filings	NEW CASTLE, DE	Advisor / Consultant	222	$6.4M	$0	$20K
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