· 2022–2024 · DOL EFAST2
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Valley Forge Financial Group
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Valley Forge Financial Group
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
1
Active participants
104
Total plan assets
$11.6M
Filings (rows)
1
Direct comp
$24K
Indirect comp
$0
Showing only "VALLEY FORGE FINANCIAL GROUP"
View all 11 variants aggregated →
VALLEY FORGE INVESTMENT CONSULTANTS
68
VALLEY FORGE PENSION MANAGEMENT
66
VALLEY FORGE INVESTMENT
7
VALLEY FORGE INVESTMENT CONSUL
7
VALLEY FORGE INVESTMENT CONSULTANT
4
VALLEY FORGE PENSION MNGT
4
VALLEY FORGE PENSION MANAGEMENT IN
SERVICES PROVIDED
Advisor / Consultant
1
Plans served
All 1 plans
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Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
West Coast CODE Consultants Inc.
West Coast CODE Consultants Inc. 401(k) Plan ·
all filings
SAN RAMON, CA
Advisor / Consultant
104
$11.6M
$24K
$0
3
VALLEY FORGE PENSION MGT
3
VALLEY FORGE INVESTMENT CONSULANTS
3
VALLEY FORGE PENSION MANAGMENT
1
VALLEY FORGE FINANCIAL GROUP
1
Valley Forge Financial Group — Form 5500 Service Provider Profile | Form 5500 Search