VALUE WEALTH MANAGEMENT
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
6
Active participants
26,503
Total plan assets
$9.4B
Filings (rows)
6
Direct comp
$74K
Indirect comp
$0
SERVICES PROVIDED
Other3
Broker3
Top plans served
All 6 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| TRANSAMERICA CORPORATION TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN | CEDAR RAPIDS, IA | Broker SECURITIES BROKER | 7,764 | $2.7B | $6K |
| TRANSAMERICA CORPORATION TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN | CEDAR RAPIDS, IA | Broker SECURITIES BROKER | 7,759 | $2.4B | $11K |
| TRANSAMERICA CORPORATION TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN | CEDAR RAPIDS, IA | Broker SECURITIES BROKER | 6,999 | $2.1B | $14K |
| FAEGRE DRINKER BIDDLE & REATH LLP FAEGRE DRINKER RETIREMENT SAVINGS PLAN 1 | MINNEAPOLIS, MN | Other NONE | 1,298 | $768.2M | $17K |
| FAEGRE DRINKER BIDDLE & REATH LLP FAEGRE DRINKER RETIREMENT SAVINGS PLAN 1 | MINNEAPOLIS, MN | Other NONE | 1,320 | $716.9M | $14K |
| FAEGRE DRINKER BIDDLE & REATH LLP FAEGRE DRINKER RETIREMENT SAVINGS PLAN 1 | MINNEAPOLIS, MN | Other NONE | 1,363 | $623.0M | $12K |