New Edge Wealth

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

1,020

Total plan assets

$39.5M

Filings (rows)

Direct comp

$14K

Indirect comp

$19

Showing only "NEW EDGE WEALTH"

View all 2 variants aggregated →

NEW EDGE ADVISORS15 NEW EDGE WEALTH1

SERVICES PROVIDED

Advisor / Consultant1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Phoebe-Devitt Homes Phoebe-Devitt Homes 401(k) Retirement Savings Plan · all filings	ALLENTOWN, PA	Advisor / Consultant	1,020	$39.5M	$14K	$19