Valmark

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

649

Total plan assets

$43.8M

Filings (rows)

Direct comp

$85K

Indirect comp

$15K

Showing only "VALMARK"

View all 7 variants aggregated →

VALMARK ADVISERS178 VALMARK SECURITIES45 VALMARK ADVISORS28 VALMARK5 VALMARK SECURITES3 VALMARK / THOMAS OLEXA2 VALMARK ADVISERS 31-15094661

SERVICES PROVIDED

Advisor / Consultant3

Other service providers2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Skowhegan Savings Bank Skowhegan Savings Bank 401(k) Retirement Plan · all filings	SKOWHEGAN, ME	Advisor / Consultant	136	$15.3M	$29K	$0
Skowhegan Savings Bank Skowhegan Savings Bank 401(k) Retirement Plan · all filings	SKOWHEGAN, ME	Advisor / Consultant	139	$13.3M	$26K	$0
Skowhegan Savings Bank Skowhegan Savings Bank 401(k) Retirement Plan · all filings	SKOWHEGAN, ME	Advisor / Consultant	134	$11.9M	$29K	$0
Design Molded Plastics, Inc. Design Molded Plastics, Inc. 401(k) Plan · all filings	AKRON, OH	Other service providers	89	$2.1M	$0	$9K
Patriot Homecare, Inc. Patriot Homecare, Inc. 401(k) Profit Sharing Plan · all filings	AKRON, OH	Other service providers	151	$1.2M	$0	$6K