NEWEDGE 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
7
Active participants
1,927
Total plan assets
$163.4M
Filings (rows)
7
Direct comp
$112K
Indirect comp
$90K
SERVICES PROVIDED
Advisor / Consultant3
Broker2
Other1
Recordkeeper1
Top plans served
All 7 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| FIRST INTERNATIONAL BANK & TRUST FIRST INTERNATIONAL BANK & TRUST 401(K) PROFIT SHARING PLAN | WATFORD CITY, ND | Recordkeeper RECORDKEEPING | 645 | $88.1M | $7K |
| WESLEY FAMILY SERVICES WESLEY FAMILY SERVICES 401(K) RETIREMENT PLAN | WILKINSBURG, PA | Advisor / Consultant BROKER/ADVISOR | 612 | $21.5M | — |
| NESS USA, INC. NESS USA, INC. 401(K) PLAN | CANONSBURG, PA | Broker BROKER/ADVISER | 157 | $17.2M | $0 |
| NESS USA, INC. NESS USA, INC. 401(K) PLAN | CANONSBURG, PA | Broker BROKER/ADVISER | 156 | $15.9M | $0 |
| BOWMAN PLATING COMPANY, INC. BOWMAN PLATING COMPANY, INC. PROFIT SHARING PLAN | COMPTON, CA | Advisor / Consultant INVESTMENT MANAGER | 140 | $10.4M | $68K |
| BOWMAN PLATING COMPANY, INC. BOWMAN PLATING COMPANY, INC. PROFIT SHARING PLAN | COMPTON, CA | Advisor / Consultant INVESTMENT MANAGER | 135 | $8.6M | $37K |
| ONLINE STORES, LLC ONLINE STORES 401K RETIREMENT PLAN | NEW STANTON, PA | Other N/A | 82 | $1.6M | $0 |