Mid Atlantic Securities

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

183

Total plan assets

$8.5M

Filings (rows)

Direct comp

$8K

Indirect comp

Showing only "MID ATLANTIC SECURITIES"

View all 15 variants aggregated →

MID ATLANTIC CAPITAL201 MID ATLANTIC TRUST85 MID ATLANTIC FINANCIAL MANAGEMENT12 MID ATLANTIC FINANCIAL MANAGEMENT I7 MID ATLANTIC CAPITAL GROUP3 MID ATLANTIC TRUST CO2 MID ATLANTIC REGIONAL JOINT BOARD2

SERVICES PROVIDED

Advisor / Consultant1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
David Allen Company, Inc. David Allen Company, Inc. 401(k) Profit Sharing Plan · all filings	RALEIGH, NC	Advisor / Consultant	183	$8.5M	$8K	$0