PENN INVESTMENT ADVISORS

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

6,319

Total plan assets

$436.5M

Filings (rows)

Direct comp

$169K

Indirect comp

$267K

SERVICES PROVIDED

Advisor / Consultant7

Top plans served

All 7 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
WILMINGTON SAVINGS FUND SOCIETY, FSB WSFS FINANCIAL CORPORATION SECTION 401K SAVINGS & RETIREMENT PLAN	WILMINGTON, DE	Advisor / Consultant INVESTMENT ADVISOR	2,427	$219.9M	$0
WILMINGTON SAVINGS FUND SOCIETY, FSB WSFS FINANCIAL CORPORATION SECTION 401K SAVINGS & RETIREMENT PLAN	WILMINGTON, DE	Advisor / Consultant INVESTMENT ADVISOR	2,371	$178.8M	$0