Form 5500 Search

MISCHLER FINANCIAL

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
7
Active participants
30,851
Total plan assets
$24.7B
Filings (rows)
7
Direct comp
$12
Indirect comp
$39K

SERVICES PROVIDED

Other4
Broker3

Top plans served

All 7 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
DOMINION ENERGY, INC.
DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST
RICHMOND, VA
Other
BROKG
$9.1B$0
DOMINION ENERGY, INC.
DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST
RICHMOND, VA
Other
BROKG
$8.3B$0
PENN STATE HEALTH
PENN STATE HEALTH 401(K) SAVINGS PLAN
HERSHEY, PA
Other
OTHER FEES
15,720$2.9B$5
PENN STATE HEALTH
PENN STATE HEALTH 401(K) SAVINGS PLAN
HERSHEY, PA
Broker
BROKERAGE FEE
14,885$2.6B$3
DOMINION ENERGY, INC.
DOMINION ENERGY RETIREE HEALTH & WELFARE PLAN
RICHMOND, VA
Other
BROKG
$1.8B$0
GALOIS, INC.
GALOIS INC 401K PLAN AND TRUST
PORTLAND, OR
Broker
EXECUTING BROKER COMM
116$30.9M$3
GALOIS, INC.
GALOIS INC 401K PLAN AND TRUST
PORTLAND, OR
Broker
EXECUTING BROKER COMM
130$27.9M$1