Von Berge

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

11,615

Total plan assets

$500.0M

Filings (rows)

Direct comp

$159K

Indirect comp

Aggregating 3 name variants under "VON BERGE"

Click a variant to view it alone

VON BERGE WEALTH MANAGEMENT GROUP6 VON BERGE WEALTH MANAGMENT3 VON BERGE WEALTH MANAGEMENT2

SERVICES PROVIDED

Other service providers6

Advisor / Consultant5

Prospecting the plans that use Von Berge?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 11 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
AGC of America, SD Chapter, Inc. 401(k) Profit Sharing Plan AGC of America, SD Chapter, Inc. 401(k) Profit Sharing Plan · all filings	SAN DIEGO, CA	Other service providers	2,604	$170.7M	$4K	$0
AGC of America, SD Chapter, Inc. 401(k) Profit Sharing Plan AGC of America, SD Chapter, Inc. 401(k) Profit Sharing Plan · all filings	SAN DIEGO, CA	Other service providers	2,754	$153.6M	$4K	$0
AGC of America, SD Chapter, Inc. 401(k) Profit Sharing Plan AGC of America, SD Chapter, Inc. 401(k) Profit Sharing Plan · all filings	SAN DIEGO, CA	Other service providers	4,749	$127.4M	$4K	$0
La Jolla Group, Inc. The la Jolla Group 401(k) Plan · all filings	IRVINE, CA	Advisor / Consultant	340	$15.2M	$43K	$0
La Jolla Group, Inc. The la Jolla Group 401(k) Plan · all filings	IRVINE, CA	Advisor / Consultant	380	$12.8M	$36K	$0
La Jolla Group, Inc. The la Jolla Group 401(k) Plan · all filings	IRVINE, CA	Advisor / Consultant	367	$10.3M	$30K	$0
KPG Healthcare, LLC KPG Healthcare, LLC Retirement Savings Plan · all filings	SCOTTSDALE, AZ	Advisor / Consultant	166	$2.7M	$13K	$0
KPG Healthcare, LLC KPG Healthcare, LLC Retirement Savings Plan · all filings	SCOTTSDALE, AZ	Advisor / Consultant	255	$2.2M	$9K	$0
Associated General Contractors of America, San Diego Chapter, Inc. Associated General Contractors of America,San Diego Chapter, Inc. Retirement Trust Fund · all filings	SAN DIEGO, CA	Other service providers	—	$2.1M	$7K	$0
Associated General Contractors of America, San Diego Chapter, Inc. Associated General Contractors of America,San Diego Chapter, Inc. Retirement Trust Fund · all filings	SAN DIEGO, CA	Other service providers	—	$1.7M	$5K	$0
Associated General Contractors of America, San Diego Chapter, Inc. Associated General Contractors of America,San Diego Chapter, Inc. Retirement Trust Fund · all filings	SAN DIEGO, CA	Other service providers	—	$1.4M	$6K	$0