Form 5500 Search

IVC WEALTH 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
14
Active participants
3,882
Total plan assets
$173.5M
Filings (rows)
14
Direct comp
$231K
Indirect comp
$150K

SERVICES PROVIDED

Advisor / Consultant14

Top plans served

All 14 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
GODSHALL'S QUALITY MEATS, INC.
GODSHALL'S QUALITY MEATS, INC. 401(K) PLAN
SOUDERTON, PA
Advisor / Consultant
INVESTMENT ADVISORY
368$29.1M$0
GODSHALL'S QUALITY MEATS, INC.
GODSHALL'S QUALITY MEATS, INC. 401(K) PLAN
TELFORD, PA
Advisor / Consultant
INVESTMENT ADVISOR
347$25.3M$50K
GODSHALL'S QUALITY MEATS, INC.
GODSHALL'S QUALITY MEATS, INC. 401(K) PLAN
TELFORD, PA
Advisor / Consultant
INVESTMENT ADVISOR
356$21.0M$50K
TCI HOLDING COMPANY, INC.
TCI HOLDING COMPANY, INC. 401(K) PLAN
BERWYN, PA
Advisor / Consultant
INVESTMENT ADVISORY
214$18.5M$0
TCI HOLDING COMPANY, INC.
TCI HOLDING COMPANY, INC. 401(K) PLAN
BERWYN, PA
Advisor / Consultant
INVESTMENT ADVISORY
229$13.9M$0
SIMPSON SENIOR SERVICES, INC.
SIMPSON SENIOR SERVICES, INC. 403(B)(7) RETIREMENT PLAN
BALA CYNWYD, PA
Advisor / Consultant
INVESTMENT ADVISOR
570$11.5M$42K
TCI HOLDING COMPANY, INC.
TCI HOLDING COMPANY, INC. 401(K) PLAN
BERWYN, PA
Advisor / Consultant
INVESTMENT ADVISORY
197$10.6M$0
TCI HOLDING COMPANY, INC.
TCI HOLDING COMPANY, INC. 401(K) PLAN
BERWYN, PA
Advisor / Consultant
INVESTMENT ADVISORY
197$10.6M$0
TCI HOLDING COMPANY, INC.
TUNNELL CONSULTING, INC. 401(K) PLAN
BERWYN, PA
Advisor / Consultant
INVESTMENT ADVISORY
170$10.1M$0
SIMPSON SENIOR SERVICES, INC.
SIMPSON SENIOR SERVICES, INC. 403(B)(7) RETIREMENT PLAN
BALA CYNWYD, PA
Advisor / Consultant
INVESTMENT ADVISOR
549$9.5M$21K
SIMPSON SENIOR SERVICES, INC.
SIMPSON SENIOR SERVICES, INC. 403(B)(7) RETIREMENT PLAN
BALA CYNWYD, PA
Advisor / Consultant
INVESTMENT ADVISOR
518$7.8M$19K
BUCKMANS, INC.
BUCKMANS, INC. EMPLOYEES 401(K) PLAN
POTTSTOWN, PA
Advisor / Consultant
INVESTMENT ADVISOR
167$5.6M$23K
ALP INDUSTRIES, INC.
ALP INDUSTRIES, INC. EMPLOYEE 401(K) PROFIT SHARING PLAN
LANCASTER, PA
Advisor / Consultant
INVESTMENT ADVISOR
0$0$9K
SIMPSON SENIOR SERVICES, INC.
SIMPSON SENIOR SERVICES RETIREMENT PLAN
BALA CYNWYD, PA
Advisor / Consultant
INVESTMENT ADVISOR
0$0$17K
IVC WEALTH ADVISORS — Form 5500 Service Provider Profile | Form 5500 Search