VALMARK SECURITIES
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
45
Active participants
288,014
Total plan assets
$2.2B
Filings (rows)
45
Direct comp
$903K
Indirect comp
$268K
SERVICES PROVIDED
Other30
Advisor / Consultant9
Broker6
Top plans served
All 45 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY PRINCIPAL EASE 401(K) PLAN | DES MOINES, IA | Advisor / Consultant INVESTMENT ADVISORY | 161,040 | $650.9M | $13K |
| PRINCIPAL LIFE INSURANCE COMPANY PRINCIPAL EASE 401(K) PLAN | DES MOINES, IA | Advisor / Consultant INVESTMENT ADVISORY | 106,368 | $384.2M | $7K |
| MARTIN'S POINT HEALTH CARE, INC. MARTIN'S POINT 401(K) PLAN | PORTLAND, ME | Advisor / Consultant INVESTMENT ADVISOR | 1,023 | $121.5M | $33K |
| UNITED NETWORK FOR ORGAN SHARING UNITED NETWORK FOR ORGAN SHARING 401(K) RETIREMENT PLAN | RICHMOND, VA | Other OTHER SERVICES | 452 | $117.5M | $0 |
| UNITED NETWORK FOR ORGAN SHARING UNITED NETWORK FOR ORGAN SHARING 401(K) RETIREMENT PLAN | RICHMOND, VA | Other OTHER SERVICES | 484 | $101.4M | $0 |
| UNITED NETWORK FOR ORGAN SHARING UNITED NETWORK FOR ORGAN SHARING 401(K) RETIREMENT PLAN | RICHMOND, VA | Other OTHER SERVICES | 440 | $84.4M | $0 |
| HEALTH CAROUSEL LLC HEALTH CAROUSEL LLC 401(K) PROFIT SHARING PLAN | CINCINNATI, OH | Other INVESTMENT/FINANCIAL ADVI | 2,915 | $80.0M | $34K |
| HEALTH CAROUSEL LLC HEALTH CAROUSEL LLC 401(K) PROFIT SHARING PLAN | CINCINNATI, OH | Other INVESTMENT/FINANCIAL ADVI | 2,982 | $68.1M | $24K |
| CRYSTAL CLINIC ORTHOPAEDIC CENTER, LLC CRYSTAL CLINIC ORTHOPAEDIC CENTER, LLC 401(K) PROFIT SHARING PLAN | AKRON, OH | Other NONE | 636 | $46.7M | $37K |
| HEALTH CAROUSEL LLC HEALTH CAROUSEL LLC 401(K) PROFIT SHARING PLAN | CINCINNATI, OH | Other INVESTMENT/FINANCIAL ADVI | 3,429 | $46.2M | $24K |
| CRYSTAL CLINIC ORTHOPAEDIC CENTER, LLC CRYSTAL CLINIC ORTHOPAEDIC CENTER, LLC 401(K) PROFIT SHARING PLAN | AKRON, OH | Other NONE | 640 | $40.5M | $39K |
| LONDON COMPUTER SYSTEMS, INC. LONDON COMPUTER SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | CINCINNATI, OH | Other INVESTMENT/FINANCIAL ADVI | 424 | $33.9M | $25K |
| THE GREAT LAKES CONSTRUCTION CO. THE GREAT LAKES CONSTRUCTION CO. AND RELATED COMPANIES 401(K) RETIREMENT PLAN | HINCKLEY, OH | Other RETAINED BY PLAN SPONSOR | 139 | $32.6M | $55K |
| WARNERS STELLIAN CO., INC. WARNERS STELLIAN CO. , INC. 401(K) PROFIT SHARING PLAN AND TRUST | ST. PAUL, MN | Other NONE | 475 | $32.2M | $55K |
| TRI-STATE TRUCK CENTER, INC. THE TRI-STATE TRUCK CENTER, INC. 401(K) RETIREMENT PLAN | MEMPHIS, TN | Other SHAREHOLDER SERVICES | 288 | $31.4M | $0 |
| LONDON COMPUTER SYSTEMS, INC. LONDON COMPUTER SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | CINCINNATI, OH | Other INVESTMENT/FINANCIAL ADVI | 374 | $26.3M | $25K |
| RANCHO PACIFIC ELECTRIC CONSTRUCTION, INC. RANCHO PACIFIC ELECTRIC, INC. 401(K) PLAN | RANCHO CUCAMONGA, CA | Advisor / Consultant INVESTMENT ADVISOR | 119 | $22.8M | $71K |
| LONDON COMPUTER SYSTEMS, INC. LONDON COMPUTER SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | CINCINNATI, OH | Other INVESTMENT/FINANCIAL ADVI | 316 | $19.9M | $25K |
| RANCHO PACIFIC ELECTRIC CONSTRUCTION, INC. RANCHO PACIFIC ELECTRIC, INC. 401(K) PLAN | RANCHO CUCAMONGA, CA | Advisor / Consultant INVESTMENT ADVISOR | 104 | $19.1M | $64K |
| KERRY FORD INC KERRY FORD INC. EMPLOYEE SAVINGS & RETIREMENT PLAN | CINCINNATI, OH | Other INVESTMENT/FINANCIAL ADVI | 335 | $15.0M | $28K |
| RANCHO PACIFIC ELECTRIC, INC. RANCHO PACIFIC ELECTRIC, INC. 401(K) PLAN | RANCHO CUCAMONGO, CA | Other NONE | 109 | $13.9M | $27K |
| US MOTOR WORKS, LLC US MOTOR WORKS, LLC 401(K) PROFIT SHARING PLAN | SANTA FE SPRINGS, CA | Other INVESTMENT/FINANCIAL ADVI | 238 | $13.7M | $56K |
| KERRY FORD INC KERRY FORD INC. EMPLOYEE SAVINGS & RETIREMENT PLAN | CINCINNATI, OH | Other INVESTMENT/FINANCIAL ADVI | 326 | $13.3M | $28K |
| CHEMICAL SERVICES, INC. CHEMGROUP 401(K) PLAN | CLEVELAND, TN | Other INVESTMENT/FINANCIAL ADVI | 173 | $13.3M | $37K |
| MOTOR WERKS OF BARRINGTON, INC. MOTOR WERKS OF BARRINGTON, INC. 401(K) PLAN | BARRINGTON, IL | Other OTHER SERVICES | 291 | $12.4M | $0 |
| FERRAGON CORPORATION FERRAGON CORP. THRIFT INCENTIVE PLAN | CLEVELAND, OH | Advisor / Consultant ADVISOR | 196 | $12.0M | $0 |
| US MOTOR WORKS, LLC US MOTOR WORKS, LLC 401(K) PROFIT SHARING PLAN | SANTA FE SPRINGS, CA | Other INVESTMENT/FINANCIAL ADVI | 227 | $11.5M | $23K |
| CHEMICAL SERVICES, INC. CHEMGROUP 401(K) PLAN | CLEVELAND, TN | Other INVESTMENT/FINANCIAL ADVI | 153 | $10.9M | $28K |
| KERRY FORD INC KERRY FORD INC. EMPLOYEE SAVINGS & RETIREMENT PLAN | CINCINNATI, OH | Other INVESTMENT/FINANCIAL ADVI | 328 | $10.6M | $27K |
| GLENN MACHINE WORKS, INC. GLENN MACHINE WORKS, INC. 401(K) PLAN | COLUMBUS, MS | Broker BROKER/ADVISE R | 153 | $10.4M | $0 |
| FERRAGON CORPORATION FERRAGON CORP. THRIFT INCENTIVE PLAN | CLEVELAND, OH | Advisor / Consultant ADVISOR | 202 | $10.2M | $0 |
| TRISTRUX LLC TRISTRUX LLC 401K PLAN | CLIFTON, NJ | Other INVESTMENT/FINANCIAL ADVI | 198 | $9.9M | $45K |
| US MOTOR WORKS, LLC US MOTOR WORKS, LLC 401(K) PROFIT SHARING PLAN | SANTA FE SPRINGS, CA | Other INVESTMENT/FINANCIAL ADVI | 224 | $9.0M | $6K |
| GLENN MACHINE WORKS, INC. GLENN MACHINE WORKS, INC. 401(K) PLAN | COLUMBUS, MS | Broker BROKER/ADVISE R | 159 | $8.9M | $0 |
| CHEMICAL SERVICES, INC. CHEMGROUP 401(K) PLAN | CLEVELAND, TN | Other INVESTMENT/FINANCIAL ADVI | 152 | $8.6M | $28K |
| TRISTRUX LLC TRISTRUX LLC 401K PLAN | WAYNE, NJ | Other INVESTMENT/FINANCIAL ADVI | 285 | $8.2M | $17K |
| NORTH MILL EQUIPMENT FINANCE LLC NORTH MILL EQUIPMENT FINANCE RETIREMENT PLAN | NORWALK, CT | Broker BROKER/ADVISER | 111 | $7.9M | $0 |
| GLENN MACHINE WORKS, INC. GLENN MACHINE WORKS, INC. 401(K) PLAN | COLUMBUS, MS | Broker BROKER/ADVISE R | 149 | $7.4M | — |
| NORTH MILL EQUIPMENT FINANCE LLC NORTH MILL EQUIPMENT FINANCE RETIREMENT PLAN | NORWALK, CT | Broker BROKER/ADVISER | 99 | $5.7M | $0 |
| TRISTRUX LLC TRISTRUX LLC 401K PLAN | WAYNE, NJ | Other INVESTMENT/FINANCIAL ADVI | 364 | $5.6M | $10K |
| JACOBS FARM-DEL CABO, INC. JACOBS FARM-DEL CABO, INC. 401-K PROFIT SHARING PLAN | SOUTH SAN FRANCISCO, CA | Advisor / Consultant BROKER/ADVISOR | 187 | $5.2M | $0 |
| NES ADMINISTRATIVE SERVICES, INC. NES ADMINISTRATIVE SERVICES EMPLOYEES' RETIREMENT SAVINGS PLAN | TIBURON, CA | Broker BROKER/ADVISER | 108 | $4.4M | $0 |
| CALIBER HEALTHCARE SOLUTIONS, LL CALIBER HEALTHCARE SOLUTIONS 401(K) RETIREMENT PLAN | IRVING, TX | Other INVESTMENT/FINANCIAL ADVI | 132 | $4.1M | $9K |
| BIRD ELECTRIC ENTERPRISES, LLC BIRD ELECTRIC ENTERPRISES, LLC 401(K) PLAN | EASTLAND, TX | Advisor / Consultant BROKER/ADVISOR | 325 | $1.9M | $0 |
| MAINE WINGS MANAGEMENT, LLC MAINE WINGS MANAGEMENT, LLC RETIREMENT PLAN | PORTLAND, ME | Other SERVICE PROVIDER | 142 | $242K | $4K |