TD Wealth Management

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

262

Total plan assets

$61.7M

Filings (rows)

Direct comp

$108K

Indirect comp

SERVICES PROVIDED

Other service providers3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Local 837 Pension Plan Board of Trustees Local 837 Pension Plan · all filings	PHILADELPHIA, PA	Other service providers	87	$20.9M	$49K	$0
Local 837 Pension Plan Board of Trustees Local 837 Pension Plan · all filings	PHILADELPHIA, PA	Other service providers	84	$20.5M	$26K	$0
Local 837 Pension Plan Board of Trustees Local 837 Pension Plan · all filings	PHILADELPHIA, PA	Other service providers	91	$20.4M	$34K	$0