Form 5500 Search

MELTZER GROUP

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
23
Active participants
166,597
Total plan assets
$119.3M
Filings (rows)
23
Direct comp
$650K
Indirect comp
$301K

SERVICES PROVIDED

Broker16
Other5
Advisor / Consultant2

Top plans served

All 23 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
TOCQUEVILLE MANAGEMENT CORP.
TOCQUEVILLE MANAGEMENT CORPORATION TAX DEFERRED SAVINGS PLAN
NEW YORK, NY
Other
NONE
71$50.0M$5K
TOCQUEVILLE MANAGEMENT CORP.
TOCQUEVILLE MANAGEMENT CORPORATION TAX DEFERRED SAVINGS PLAN
NEW YORK, NY
Other
NONE
66$39.0M$21K
ASSOCIATION OF COMMUNITY SERVICE AGENTS, INC.
DFEASSOCIATION OF COMMUNITY SERVICE AGENCIES EMPLOYEE BENEFIT TRUST
WALLINGFORD, CT
Other
NONE
54,087$6.7M$9K
ASSOCIATION OF COMMUNITY SERVICE AGENTS, INC.
DFEASSOCIATION OF COMMUNITY SERVICE AGENCIES EMPLOYEE BENEFIT TRUST
WALLINGFORD, CT
Other
NONE
54,144$6.0M$8K
MIDDLEBURG MANAGEMENT, LLC
MIDDLEBURG 401(K) PLAN
VIENNA, VA
Advisor / Consultant
ADVISOR
126$5.8M$14K
ASSOCIATION OF COMMUNITY SERVICE AGENTS, INC.
DFEASSOCIATION OF COMMUNITY SERVICE AGENCIES EMPLOYEE BENEFIT TRUST
WALLINGFORD, CT
Other
NONE
53,349$5.8M$7K
MIDDLEBURG MANAGEMENT, LLC
MIDDLEBURG 401(K) PLAN
VIENNA, VA
Advisor / Consultant
ADVISOR
68$4.4M$11K
ITC FEDERAL LLC
INFORMATION TECHNOLOGY COALITION INC WRAP EMPLOYEE BENEFIT PLAN
FAIRFAX, VA
Broker
BROKER
439$699K$0
ITC FEDERAL LLC
ITC FEDERAL LLC WRAP EMPLOYEE BENEFIT PLAN
FAIRFAX, VA
Broker
BROKER
995$450K$0
URBAN LAND INSTITUTE
URBAN LAND INSTITUTE GROUP BENEFIT PLAN
WASHINGTON, DC
Broker
BROKER
188$230K$152K
URBAN LAND INSTITUTE
URBAN LAND INSTITUTE GROUP BENEFIT PLAN
WASHINGTON, DC
Broker
BROKER
200$145K$94K
URBAN LAND INSTITUTE
URBAN LAND INSTITUTE GROUP BENEFIT PLAN
WASHINGTON, DC
Broker
BROKER
177$40K$0
URBAN ENGINEERING AND ASSOCIATES, INC.
URBAN ENGINEERING AND ASSOCIATES, INC. WRAP BENEFIT PLAN
ANNANDALE, VA
Broker
BROKER
110$6K
ENVISION BUILDING PRODUCTS, LLC
ENVISION BUILDING PRODUCTS, LLC HEALTH & WELFARE PLAN
MOUNT JOY, PA
Broker
BROKER
219$48K
AMERICAN MADE, LLC
AMERICAN MADE, LLC DBA US LINER COMPANY GROUP HEALTH BENEFIT PLAN
CRANBERRY TOWNSHIP, PA
Broker
BROKER
73$5K
FADDIS CONCRETE PRODUCTS, INC.
FADDIS CONCRETE PRODUCTS, INC. EMPLOYEE BENEFIT PLAN
HONEY BROOK, PA
Broker
BROKER
64$22K
IVYSTONE GROUP, LLC
IVYSTONE GROUP, LLC GROUP BENEFIT PLAN
EXTON, PA
Broker
BROKER
48$24K
FADDIS CONCRETE PRODUCTS, INC.
FADDIS CONCRETE PRODUCTS, INC. EMPLOYEE BENEFIT PLAN
HONEY BROOK, PA
Broker
BROKER
75$22K
MBS HIGHWAY, LLC
MBS HIGHWAY LLC GROUP HEALTH BENEFIT PLAN
HOLMDEL, NJ
Broker
BROKER
78$27K
SHEEHY AUTO STORES, INC.
SHEEHY AUTO GROUP EMPLOYEE BENEFIT PLAN
FAIRFAX, VA
Broker
BROKER
1,282$138K
SCIENCELOGIC INC.
SCIENCELOGIC, INC. HEALTH & WELFARE BENEFIT PLANS
RESTON, VA
Broker
BROKER
491$10K
MBS HIGHWAY, LLC
MBS HIGHWAY LLC GROUP HEALTH BENEFIT PLAN
HOLMDEL, NJ
Broker
BROKER
81$21K
ENVISION BUILDING PRODUCTS, LLC
ENVISION BUILDING PRODUCTS, LLC HEALTH & WELFARE PLAN
MOUNT JOY, PA
Broker
BROKER
166$4K
MELTZER GROUP — Form 5500 Service Provider Profile | Form 5500 Search