FERGUSON PRIVATE 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
3
Active participants
277
Total plan assets
$31.7M
Filings (rows)
3
Direct comp
$121K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant3
Top plans served
All 3 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| TECHNICAL AND PROJECT ENGINEERING, LLC TAPE 401(K) PLAN | ALEXANDRIA, VA | Advisor / Consultant INVESTMENT ADVISOR | 81 | $10.8M | $34K |
| TECHNICAL AND PROJECT ENGINEERING, LLC TAPE 401(K) PLAN | ALEXANDRIA, VA | Advisor / Consultant INVESTMENT ADVISOR | 75 | $10.6M | $56K |
| TECHNICAL AND PROJECT ENGINEERING, LLC TAPE 401(K) PLAN | ALEXANDRIA, VA | Advisor / Consultant INVESTMENT ADVISOR | 121 | $10.3M | $31K |