VALIC FINANCIAL 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
8
Active participants
1,597
Total plan assets
$68.6M
Filings (rows)
8
Direct comp
$120K
Indirect comp
$0
SERVICES PROVIDED
Other6
Recordkeeper2
Top plans served
All 8 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| CGR PRODUCTS INC. CGR PRODUCTS INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST | GREENSBORO, NC | Other NONE | 116 | $15.3M | $39K |
| CGR PRODUCTS INC. CGR PRODUCTS INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST | GREENSBORO, NC | Other NONE | 121 | $15.0M | $26K |
| CGR PRODUCTS INC. CGR PRODUCTS INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST | GREENSBORO, NC | Other NONE | 134 | $13.0M | $32K |
| UNITED STATES VETERANS INITIATIVE UNITED STATES VETERANS INITIATIVE RETIREMENT SAVINGS PLAN | LOS ANGELES, CA | Other SERVICE PROVIDER | 599 | $11.2M | $6K |
| CAMBRIDGE HEALTHCARE HOLDINGS LLC CAMBRIDGE HEALTHCARE 401(K) PROFIT SHARING PLAN | CHARLOTTESVILLE, VA | Other NONE | 72 | $5.4M | $16K |
| CAMBRIDGE HEALTHCARE HOLDINGS LLC CAMBRIDGE HEALTHCARE 401(K) PROFIT SHARING PLAN | CHARLOTTESVILLE, VA | Other NONE | 75 | $4.8M | $0 |
| STEP UP ON SECOND STREET, INC. STEP UP ON SECOND, INC. 403(B) RETIREMENT PLAN | SANTA MONICA, CA | Recordkeeper RECORDKEEPER | 295 | $2.3M | $322 |
| STEP UP ON SECOND STREET, INC. STEP UP ON SECOND, INC. 403(B) RETIREMENT PLAN | SANTA MONICA, CA | Recordkeeper RECORDKEEPER | 185 | $1.5M | $214 |