Form 5500 Search

YARGER WEALTH STRATEGIES

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
4
Active participants
784
Total plan assets
$57.8M
Filings (rows)
4
Direct comp
$87K
Indirect comp
$0

SERVICES PROVIDED

Advisor / Consultant4

Top plans served

All 4 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
NEW ALBANY COMPANY
NEW ALBANY COMPANY 401(K) PLAN
NEW ALBANY, OH
Advisor / Consultant
INVESTMENT ADVISOR
203$19.6M$29K
NEW ALBANY COMPANY
NEW ALBANY COMPANY 401(K) PLAN
NEW ALBANY, OH
Advisor / Consultant
INVESTMENT ADVISOR
201$18.4M$25K
NEW ALBANY COMPANY
NEW ALBANY COMPANY 401(K) PLAN
NEW ALBANY, OH
Advisor / Consultant
INVESTMENT ADVISOR
209$16.3M$25K
PETPEOPLE ENTERPRISES, LLC
PETPEOPLE ENTERPRISES, LLC 401(K) RETIREMENT PLAN
WORTHINGTON, OH
Advisor / Consultant
ADVISORY
171$3.4M$8K
YARGER WEALTH STRATEGIES — Form 5500 Service Provider Profile | Form 5500 Search