Form 5500 Search

VALLEY WEALTH MANAGERS

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
2
Active participants
37,054
Total plan assets
$3.3B
Filings (rows)
2
Direct comp
$32K
Indirect comp
$0

SERVICES PROVIDED

Other2

Top plans served

All 2 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
AMERITEAM SERVICES, LLC
TEAMHEALTH 401(K) PLAN
KNOXVILLE, TN
Other
NONE
18,577$1.8B$18K
AMERITEAM SERVICES, LLC
TEAMHEALTH 401(K) PLAN
KNOXVILLE, TN
Other
NONE
18,477$1.6B$14K
VALLEY WEALTH MANAGERS — Form 5500 Service Provider Profile | Form 5500 Search