Valley Forge Investment Consultant

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

1,147

Total plan assets

$28.3M

Filings (rows)

Direct comp

Indirect comp

$132K

Showing only "VALLEY FORGE INVESTMENT CONSULTANT"

View all 11 variants aggregated →

VALLEY FORGE INVESTMENT CONSULTANTS68 VALLEY FORGE PENSION MANAGEMENT66 VALLEY FORGE INVESTMENT7 VALLEY FORGE INVESTMENT CONSUL7 VALLEY FORGE PENSION MNGT4 VALLEY FORGE INVESTMENT CONSULTANT4 VALLEY FORGE PENSION MGT

SERVICES PROVIDED

Other service providers4

Plans served

All 4 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
BEAM Associates, LLC MI Metals, Inc. 401(k) Savings Plan · all filings	OLDSMAR, FL	Other service providers	319	$9.4M	$0	$41K
BEAM Associates, LLC MI Metals, Inc. 401(k) Savings Plan · all filings	OLDSMAR, FL	Other service providers	314	$7.6M	$0	$35K
BEAM Associates, LLC MI Metals, Inc. 401(k) Savings Plan · all filings	OLDSMAR, FL	Other service providers	249	$6.4M	$0	$30K
BEAM Associates, LLC MI Metals, Inc. 401(k) Savings Plan · all filings	OLDSMAR, FL	Other service providers	265	$5.0M	$0	$26K