Filings through .
Valmark Advisers Inc
Matched across 19 name variants in the filings
Valmark Advisers Inc summary
Valmark Advisers Inc appears on 97 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $7.2B in assets for 420,932 participants. The median client plan holds $18.1M. Most client plans are sponsored in ME, OH and MN. The largest clients by plan assets are Tyler Technologies, Inc., Barnes & Thornburg LLP and Futureplan Fiduciary Services, LLC. Plans reported $3.1M in direct and indirect compensation paid to Valmark Advisers Inc. The median is $26K per plan.
- Participants
- 420,932
- Median plan assets
- $18.1M
- Median plan participants
- 313
- Median fees per plan
- $26K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Tyler Technologies, Inc. | TX | $1.5B | 9,094 |
| Barnes & Thornburg LLP | IN | $927M | 2,015 |
| Futureplan Fiduciary Services, LLC | MA | $912M | 200,161 |
| Principal Life Insurance Company | IA | $651M | 163,954 |
| Radiology Partners Inc | TX | $454M | 6,297 |
| Spectrum Healthcare Partners, P.A. | ME | $372M | 718 |
| Braun Intertec Corporation | MN | $165M | 1,453 |
| United Network for Organ Sharing | VA | $119M | 564 |
| International Decision Systems Dba Solifi | MN | $117M | 644 |
| Gate Gourmet, Inc. | VA | $114M | 2,038 |
| Elmet Technologies LLC | ME | $105M | 600 |
| Health Carousel LLC | OH | $95.2M | 3,617 |
| MMG Insurance Company | ME | $68.4M | 359 |
| Fyda, Inc. | OH | $65.6M | 584 |
| Hussey Corporation | ME | $59.1M | 414 |
| Abm Mechanical, Inc. | ME | $58.2M | 229 |
| The Great Lakes Construction Co. | OH | $45.8M | 198 |
| Padilla Speer Beardsley Inc. | MN | $45.5M | 366 |
| London Computer Systems, Inc. | OH | $45.3M | 586 |
| Penobscot Community Health Center | ME | $44.1M | 914 |
| Chase Industries, Inc. | OH | $43.9M | 1,229 |
| G4 Holdings, Inc. Dba Geiger Group | ME | $43.1M | 411 |
| Biotissue Holdings Inc. | FL | $39.1M | 432 |
| SMRT, Inc. | ME | $39.0M | 181 |
| Kennebunk Savings Bank | ME | $38.7M | 423 |
- TXParticipants 9,094
- INParticipants 2,015
- MAParticipants 200,161
- IAParticipants 163,954
- TXParticipants 6,297
- MEParticipants 718
- MNParticipants 1,453
- VAParticipants 564
- MNParticipants 644
- Gate Gourmet, Inc.$114MVAParticipants 2,038
- MEParticipants 600
- Health Carousel LLC$95.2MOHParticipants 3,617
- MMG Insurance Company$68.4MMEParticipants 359
- Fyda, Inc.$65.6MOHParticipants 584
- Hussey Corporation$59.1MMEParticipants 414
- Abm Mechanical, Inc.$58.2MMEParticipants 229
- OHParticipants 198
- MNParticipants 366
- OHParticipants 586
- MEParticipants 914
- Chase Industries, Inc.$43.9MOHParticipants 1,229
- MEParticipants 411
- Biotissue Holdings Inc.$39.1MFLParticipants 432
- SMRT, Inc.$39.0MMEParticipants 181
- Kennebunk Savings Bank$38.7MMEParticipants 423
Top client states
- ME34 plans
- OH19 plans
- MN10 plans
- CA4 plans
- NJ3 plans
Frequently asked questions
- Who uses Valmark Advisers Inc?
- 97 retirement plans list Valmark Advisers Inc as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Tyler Technologies, Inc., Barnes & Thornburg LLP, Futureplan Fiduciary Services, LLC, Principal Life Insurance Company and Radiology Partners Inc. Most client plans are sponsored in ME, OH and MN.
- How many plans does Valmark Advisers Inc serve?
- Valmark Advisers Inc serves 97 retirement plans with $7.2B in plan assets and 420,932 participants, based on the latest Form 5500 filings through 2024.
- What does Valmark Advisers Inc charge?
- Plans reported $3.1M in total Schedule C compensation paid to Valmark Advisers Inc. The median plan paid $26K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
See full Valmark Advisers Inc analytics with Pro. Pro is free for 7 days and then costs $49 a month.
- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Valmark Advisers as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Capital Group | 4 |
| Vanguard | 2 |
| JPMorgan | 2 |
| Allspring | 2 |
| BlackRock | 2 |
Target-date series
| Series | Plans |
|---|---|
| American Funds Target Date | 3 |
| Vanguard Target Retirement | 1 |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.