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

Other3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
LOCAL 837 PENSION PLAN BOARD OF TRUSTEES LOCAL 837 PENSION PLAN	PHILADELPHIA, PA	Other NONE	87	$20.9M	$49K
LOCAL 837 PENSION PLAN BOARD OF TRUSTEES LOCAL 837 PENSION PLAN	PHILADELPHIA, PA	Other NONE	84	$20.5M	$26K
LOCAL 837 PENSION PLAN BOARD OF TRUSTEES