VALUEWEALTH SERVICES

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

270

Total plan assets

$24.9M

Filings (rows)

Direct comp

$32K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant1

Other1

Top plans served

All 2 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
VANTAGE SYSTEMS INC VANTAGE SYSTEMS INC 401(K) PROFIT SHARING PLAN AND TRUST	LANHAM, MD	Other INVESTMENT/FINANCIAL ADVI	118	$13.0M	$9K
VANTAGE SYSTEMS INC VANTAGE SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST	LANHAM, MD	Advisor / Consultant ADVISOR	152	$11.9M	$24K