VW Advisors

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

411

Total plan assets

$14.4M

Filings (rows)

Direct comp

$126K

Indirect comp

SERVICES PROVIDED

Investment manager3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Newbury Management Company DBA/Newbury Living Newbury Management Company 401(k) Plan · all filings	WEST DES MOINES, IA	Investment manager	133	$5.4M	$54K	$0
Newbury Management Company DBA/Newbury Living Newbury Management Company 401(k) Plan · all filings	WEST DES MOINES, IA	Investment manager	141	$4.8M	$35K	$0
Newbury Management Company DBA/Newbury Living Newbury Management Company 401(k) Plan · all filings	WEST DES MOINES, IA	Investment manager	137	$4.2M	$38K	$0