Wharton Hill 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

1,423

Total plan assets

$484.6M

Filings (rows)

Direct comp

$209K

Indirect comp

SERVICES PROVIDED

Investment manager3

Advisor / Consultant2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
American Physical Society American Physical Society Defined Contribution and Tax Deferred Annuity Retirement Plan · all filings	COLLEGE PARK, MD	Investment manager	359	$142.7M	$73K	$0
American Physical Society American Physical Society Defined Contribution and Tax Deferred Annuity Retirement Plan · all filings	COLLEGE PARK, MD	Investment manager	349	$129.9M	$56K	$0
American Physical Society American Physical Society Defined Contribution and Tax Deferred Annuity Retirement Plan · all filings	COLLEGE PARK, MD	Investment manager	315	$114.0M	$50K	$0
American Board of Internal Medicine American Board of Internal Medicine Retirement Plan · all filings	PHILADELPHIA, PA	Advisor / Consultant	211	$52.2M	$15K	$0
American Board of Internal Medicine American Board of Internal Medicine Retirement Plan · all filings	PHILADELPHIA, PA	Advisor / Consultant	189	$45.7M	$15K	$0