Filings through .
Great Valley Advisor Group
Matched across 7 name variants in the filings
Great Valley Advisor Group summary
Great Valley Advisor Group appears on 16 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $2.3B in assets for 25,517 participants. The median client plan holds $21.1M. Most client plans are sponsored in MN, WI and DE. The largest clients by plan assets are Andersen Corporation, Michael Best and Friedrich, LLP and Luminate Bank. Plans reported $509K in direct and indirect compensation paid to Great Valley Advisor Group. The median is $27K per plan.
- Participants
- 25,517
- Median plan assets
- $21.1M
- Median plan participants
- 286
- Median fees per plan
- $27K
- Schedule C direct + indirect
Top 16 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Andersen Corporation | MN | $1.7B | 19,059 |
| Michael Best and Friedrich, LLP | WI | $361M | 1,096 |
| Luminate Bank | MN | $39.1M | 1,152 |
| Beams, LLC | IA | $34.1M | 692 |
| Oem Fabricators, Inc. | WI | $26.1M | 357 |
| Luminate Home Loans, Inc. | MN | $25.2M | 977 |
| BBC International LLC | FL | $23.2M | 176 |
| Northwest Family Physicians, P.A. | MN | $21.2M | 186 |
| Charge Enterprises, Inc. | NY | $20.9M | 256 |
| Dahlheimer Beverage, LLC | MN | $18.8M | 183 |
| Bills Distributing, Ltd. | WI | $18.7M | 315 |
| Nickle Electrical Companies | DE | $18.4M | 246 |
| Roig, Rosenberg, Martin & Bellido, P.A. | FL | $18.3M | 147 |
| Easter Seals Delaware & Marylands Eastern Shore | DE | $16.1M | 439 |
| Interventional Spine and Pain Physicians, PA | MN | $15.7M | 236 |
| Revela Foods, LLC | WI | $0 | 0 |
- Andersen Corporation$1.7BMNParticipants 19,059
- WIParticipants 1,096
- Luminate Bank$39.1MMNParticipants 1,152
- Beams, LLC$34.1MIAParticipants 692
- Oem Fabricators, Inc.$26.1MWIParticipants 357
- MNParticipants 977
- BBC International LLC$23.2MFLParticipants 176
- MNParticipants 186
- Charge Enterprises, Inc.$20.9MNYParticipants 256
- Dahlheimer Beverage, LLC$18.8MMNParticipants 183
- Bills Distributing, Ltd.$18.7MWIParticipants 315
- DEParticipants 246
- FLParticipants 147
- DEParticipants 439
- MNParticipants 236
- WIParticipants 0
Top client states
- MN6 plans
- WI4 plans
- DE2 plans
- FL2 plans
- IA1 plan
Frequently asked questions
- Who uses Great Valley Advisor Group?
- 16 retirement plans list Great Valley Advisor Group as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Andersen Corporation, Michael Best and Friedrich, LLP, Luminate Bank, Beams, LLC and Oem Fabricators, Inc.. Most client plans are sponsored in MN, WI and DE.
- How many plans does Great Valley Advisor Group serve?
- Great Valley Advisor Group serves 16 retirement plans with $2.3B in plan assets and 25,517 participants, based on the latest Form 5500 filings through 2024.
- What does Great Valley Advisor Group charge?
- Plans reported $509K in total Schedule C compensation paid to Great Valley Advisor Group. The median plan paid $27K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served16+4 YoYRank #1295 of mapped providers
Assets under administration$2.3B0.0%Rank #3854 by share of filed assets
Fees received$508,978Median $26,663/planSum across Schedule C direct + indirect
Net wins YoY-12 won - 3 lostPlan-level switch detection
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