George Valuation Advisors

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

540

Total plan assets

$89.8M

Filings (rows)

Direct comp

$37K

Indirect comp

SERVICES PROVIDED

Investment manager5

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
R.E. Sweeney Company, Inc. R.E. Sweeney Company, Inc. Stock Bonus Profit Sharing Plan and Trust · all filings	FORT WORTH, TX	Investment manager	160	$19.5M	$5K	$0
Synergy Enterprises, Inc. Synergy Enterprises, Inc. 401(k) Employee Stock Ownership Plan · all filings	FARMERS BRANCH, TX	Investment manager	81	$19.4M	$9K	$0
R.E. Sweeney Company, Inc. R.E. Sweeney Company, Inc. Stock Bonus Profit Sharing Plan and Trust · all filings	FORT WORTH, TX	Investment manager	160	$19.2M	$4K	$0
Synergy Enterprises, Inc. Synergy Enterprises, Inc. 401(k) Employee Stock Ownership Plan · all filings	FARMERS BRANCH, TX	Investment manager	70	$16.8M	$9K	$0
Synergy Enterprises, Inc. Synergy Enterprises 401(k) Employee Stock Ownership Plan · all filings	FARMERS BRANCH, TX	Investment manager	69	$14.8M	$9K	$0