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Employer
1375 Virginia Drive, Suite 102, Fort Washington, PA 19034 · EIN 23-6405239 · Jan 1, 2024 to Dec 31, 2024
Plan year 2024
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Schedule A
Coverage contracts on the filing. If the carrier did not provide Schedule A, the row is listed with that note.
Visible subtotal $69,000
| Coverage | Carrier | Broker | Lives | Direct comp |
|---|---|---|---|---|
| Life | Standard Insurance Company | Wade Financial, Inc. | 4799 | $69,000 11.1% of $621,326 |
Schedule C
Plan-paid amounts to each named party on the filing, with the role they reported. This is not a carrier commission and is not added to Schedule A.
Visible subtotal $6,268,340
| Party | Type | Amount | $ / Enrolled / Year |
|---|---|---|---|
| Prudential Asset Mgt | None | $1,282,655 | $173.03 |
| Sierra Investment Partners Inc. | None | $502,509 | $67.79 |
| Johnston Asset Management | None | $421,532 | $56.86 |
| Great Lakes Advisors, LLC | None | $418,812 | $56.50 |
| American Realty Advisors | None | $342,582 | $46.21 |
| Hardman Johnston Global Advisors Ll | None | $322,922 | $43.56 |
| Foundry Partners, LLC | None | $318,076 | $42.91 |
| Jpmorgan Chase Bank, N.A. | None | $260,830 | $35.19 |
| Investment Performance Services | None | $255,000 | $34.40 |
| Dana Investment Advisors Inc | None | $222,385 | $30.00 |
| Wedge Capital Management, LLP | None | $218,390 | $29.46 |
| Nathan Smith | Employee | $164,208 | $22.15 |
| Intercontinental Real Estate Invest | None | $162,111 | $21.87 |
| Chartwell Investment Management | None | $154,448 | $20.83 |
| Principal Bank | None | $106,615 | $14.38 |
| John Heenan | Employee | $98,141 | $13.24 |
| Paul Potako | Employee | $87,896 | $11.86 |
| Andrea Gass | Employee | $79,024 | $10.66 |
| The Mckeogh Company | None | $76,500 | $10.32 |
| William Mcguire | Employee | $73,558 | $9.92 |
| Paul Carey, Iii | Employee | $69,583 | $9.39 |
| Charles Bumbaugh | Employee | $59,375 | $8.01 |
| Cleary, Josem,& Trigiani LLP | None | $57,886 | $7.81 |
| Novak Francella LLC | None | $54,250 | $7.32 |
| Michael Fehrle | Employee | $49,581 | $6.69 |
| Timothy Nagy | Employee | $46,087 | $6.22 |
| Jessica Kriger | Employee | $45,683 | $6.16 |
| Susanin Widman & Brennan, Pc | None | $42,350 | $5.71 |
| Alexis Deal | Employee | $40,846 | $5.51 |
| Maria Danyluk | Employee | $40,435 | $5.45 |
| Timothy Russo | Employee | $35,100 | $4.73 |
| Beth Martin | Employee | $33,822 | $4.56 |
| Patricia Repetski | Employee | $33,218 | $4.48 |
| Anthony Defeo | Employee | $30,220 | $4.08 |
| Jrp & Associates, LLC | None | $30,000 | $4.05 |
| Scantek, Inc. | None | $23,708 | $3.20 |
| Xpan Law Partners, LLC | None | $8,002 | $1.08 |
| Patriot Financial Partners, Lp | None | Comp not disclosed | — |