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 / Plan | Location | Service | Participants | Assets | Direct 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 |
