Wealth Quarterback

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

9,932

Total plan assets

$1.6B

Filings (rows)

Direct comp

$266K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant2

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Pitney Bowes Inc. Pitney Bowes Inc. 401(k) Plan · all filings	STAMFORD, CT	Other service providers	9,600	$1.5B	$10K	$0
Allied Physicians Group PLLC Allied Physicians Group PLLC 401(k) and Profit Sharing Plan · all filings	MELVILLE, NY	Advisor / Consultant	332	$46.6M	$176K	$0
Allied Physicians Group PLLC Allied Physicians Group PLLC 401(k) and Profit Sharing Plan · all filings	MELVILLE, NY	Advisor / Consultant	0	$0	$80K	$0