Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Valley Forge Investment Consultants
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 28 retirement plans with 100 or more participants reported paying Valley Forge Investment Consultants $5,000 or more. Those plans cover 21,884 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $1.1M. Per plan, the median was $77.87 per participant, with the middle half of plans between $43.01 and $119. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Pennsylvania (19), Florida (2) and New Jersey (1).
In 2013 it appeared on 9 such filings; in 2024, 28. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $43.01 | $77.87 | $119 |
| Compensation as a share of plan net assets | 0.09% | 0.19% | 0.27% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Miter Brands 401(k) Plan | Mi Windows and Doors, LLC | PA | 6,312 | $304M | $125K |
| Restorixhealth 401(k) Plan | Restorixhealth | LA | 1,552 | $48.0M | $48K |
| Verisma Systems, Inc. 401(k) Plan | Verisma Systems, Inc. | GA | 1,498 | $9.4M | $36K |
| Medrisk LLC 401(k) Plan | Medrisk, LLC | PA | 1,393 | $51.8M | $57K |
| Signant Health 401(k) Plan | Signant Health Global LLC | PA | 1,160 | $108M | $53K |
| Gentex Corporation Retirement Plan | Gentex Corporation | PA | 1,145 | $93.7M | $50K |
| Woodloch Pines Inc. 401(k) Plan | Woodloch Pines, Inc. | PA | 995 | $16.1M | $13K |
| Frontage Laboratories Inc. 401(k) Plan | Frontage Laboratories Inc. | PA | 916 | $62.9M | $69K |
| Evervet 401(k) Retirement Plan | Evervet Operations, LLC | PA | 753 | $13.2M | $39K |
| BPG Real Estate Services 401(k) Plan | BPG Real Estate Services, LLC | DE | 649 | $16.9M | $5,616 |
| Kaolin Mushroom Farms, Inc. 401(k) Retirement Plan | Kaolin Mushroom Farms, Inc. | PA | 605 | $18.2M | $48K |
| Phillips Mushroom Farms 401(k) Plan | Phillips Mushroom Farms, L.P. | PA | 533 | $24.4M | $45K |
| US Pack Services, LLC 401(k) Plan | US Pack Services, LLC | FL | 448 | $11.6M | $28K |
| Kalas MFG Inc. 401(k) Profit Sharing Plan & Trust | Kalas MFG Inc. | PA | 429 | $24.9M | $53K |
| Sigma Engineered Solutions Retirement Plan | Sigma Electric Manufacturing Corporation | NC | 400 | $24.0M | $47K |
| Step, Inc. 403(b) Plan | Lycoming-Clinton Counties Comm. for Community Action (Step), Inc. | PA | 395 | $15.5M | $41K |
| Furman Foods, Inc. 401(k) Profit Sharing Plan | Furman Foods, Inc. | PA | 388 | $22.2M | $35K |
| Mi Metals, Inc. 401(k) Savings Plan | Beam Associates, LLC | FL | 381 | $7.6M | $35K |
| Nardone Brothers Baking Company, Inc. 401(k) Retirement Plan | Nardone Brothers Baking Company, Inc. | PA | 364 | $5.9M | $27K |
| York Graphic Services Company 401(k) Plan | York Graphic Services, Co. d/b/a the Ygs Group | PA | 290 | $13.5M | $38K |
| Rosenberger USA Corp. 401(k) Plan | Rosenberger USA Corp. | PA | 248 | $13.7M | $37K |
| FNCB Bank 401(k) Profit Sharing Plan | FNCB Bank | PA | 241 | $20.4M | $9,713 |
| West Coast Code Consultants Inc. 401(k) Plan | West Coast Code Consultants Inc. | CA | 146 | $18.9M | $32K |
| Mountain Ridge Metals, LLC 401(k) Plan | Mountain Ridge Metals, LLC | PA | 142 | $5.5M | $17K |
| Hayden Power Group 401(k) Profit Sharing Plan | George J. Hayden, Inc. | PA | 142 | $22.1M | $10K |
| Dyco, Inc. Salary Savings Plan | Dyco, Inc. | PA | 132 | $14.2M | $40K |
| Marshall Industrial Technologies Savings & Retirement Plan | Marshall Industrial Technologies | NJ | 117 | $14.5M | $37K |
| American Messaging Savings Plan | American Messaging Services, LLC | TX | 110 | $26.5M | $25K |
Questions and answers
How many plans does Valley Forge Investment Consultants serve?
28 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Valley Forge Investment Consultants?
The median plan reported $77.87 per participant in direct and indirect compensation (28 plans reporting an amount), or 0.19% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (10 plans), Other services (5 plans), Investment advisory (participants) (3 plans) and Investment management (3 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.