Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Valmark Advisers Inc.
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.
Valmark Advisers Inc. is named as a service provider on the Schedule C of 81 retirement plans with 100 or more participants for plan year 2024, covering 50,035 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $2.2M. Per plan, the median was $88.23 per participant, with the middle half of plans between $47.53 and $142. 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 Maine (30), Ohio (18) and Minnesota (9).
In 2011 it appeared on 7 such filings; in 2024, 82. 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 | $47.53 | $88.23 | $142 |
| Compensation as a share of plan net assets | 0.11% | 0.18% | 0.25% |
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 |
|---|---|---|---|---|---|
| Tyler Technologies, Inc. 401(k) Profit Sharing Plan & Trust | Tyler Technologies, Inc. | TX | 8,914 | $1.21B | $50K |
| Radiology Partners, Inc. 401(k) Profit Sharing Plan | Radiology Partners Inc. | TX | 7,123 | $412M | $5,683 |
| Health Carousel LLC 401(k) Profit Sharing Plan | Health Carousel LLC | OH | 4,116 | $80.0M | $34K |
| Barnes & Thornburg LLP Profit Sharing Plan | Barnes & Thornburg LLP | IN | 1,916 | $754M | $8,959 |
| Braun Intertec 401(k) Retirement Plan | Braun Intertec Corporation | MN | 1,390 | $140M | $45K |
| Chase Industries Inc. 401(k) Plan | Chase Industries, Inc. | OH | 1,263 | $39.1M | $37K |
| Foss Swim School, LLC 401(k) Plan | Foss Swim School, LLC | MN | 1,108 | $8.3M | $31K |
| Treatment Centers Holdco 401(k) Plan | Treatment Centers Holdco, LLC | SC | 1,068 | $9.4M | $21K |
| Andwell Health Partners | Androscoggin Home Health Services,inc. | ME | 1,014 | $34.9M | $39K |
| Penobscot Community Health Center 403(b) Plan | Penobscot Community Health Center | ME | 1,007 | $41.9M | $53K |
| Sweetser 403(b) Employees Savings Plan | Sweetser | ME | 857 | $34.6M | $24K |
| Spectrum Healthcare Partners, P.A. 401(k) Profit Sharing Plan | Spectrum Healthcare Partners, P.A. | ME | 856 | $360M | $18K |
| Elmet Technologies Retirement Plan | Elmet Technologies LLC | ME | 599 | $98.8M | $18K |
| Fyda, Inc. 401(k) Plan | Fyda, Inc. | OH | 550 | $54.7M | $65K |
| Marden's, Inc. 401(k) Retirement Savings Plan | Marden's, Inc. | ME | 546 | $20.4M | $33K |
| R H Reny Inc. 401(k) Profit Sharing Plan & Trust | R H Reny Inc. | ME | 524 | $9.5M | $22K |
| 403(b) Thrift Plan for the Goodwill Industries of Akron, Ohio, Inc. | The Goodwill Industries of Akron, Ohio, Inc. | OH | 516 | $5.6M | $13K |
| Amhc Retirement Plan | Aroostook Mental Health Services, Inc. | ME | 513 | $10.1M | $24K |
| The Building People, LLC 401(k) Plan | The Building People, LLC | VA | 497 | $11.9M | $37K |
| Kennebunk Savings Bank 401(k) Plan | Kennebunk Savings Bank | ME | 441 | $35.9M | $29K |
| Ahepa Management Company, Inc. 403(b) Plan | Ahepa Management Company, Inc. | IN | 437 | $9.7M | $21K |
| Geiger Group 401(k) Plan | G4 Holdings, Inc. DBA Geiger Group | ME | 434 | $38.4M | $30K |
| Kerry Ford Inc. Employee Savings & Retirement Plan | Kerry Ford Inc. | OH | 417 | $15.0M | $28K |
| Temeg Holdings, Inc. Retirement Savings Plan | Temeg Holdings, Inc. | OH | 416 | $12.1M | $22K |
| Vandevere 401(k) Profit Sharing Plan and Trust | Vandevere, Inc. | OH | 414 | $24.9M | $28K |
| Hussey Corporation 401(k) Profit Sharing Plan | Hussey Corporation | ME | 414 | $59.1M | $30K |
| Biotissue Holdings, Inc. 401(k) Profit Sharing Plan & Trust | Biotissue Holdings, Inc. | FL | 401 | $25.6M | $39K |
| Nfi 401(k) Plan | Newbury Franklin Industrials LLC | NY | 378 | $8.2M | $9,748 |
| Preservation Management, Inc. 401(k) Profit Sharing Plan | Preservation Management, Inc. | ME | 373 | $7.6M | $19K |
| Avenir Global US Retirement Plan | Padilla Speer Beardsley Inc. | MN | 371 | $39.6M | $33K |
| Haldeman-Homme 401(k) Plan | Haldeman-Homme Holdings, Inc. | MN | 357 | $4.9M | $18K |
| Community Support Services, Inc. 401(k) Retirement Plan | Community Support Services, Inc. | OH | 353 | $16.9M | $6,875 |
| MMG Insurance Company 401(k) Retirement Savings Plan | MMG Insurance Company | ME | 351 | $55.8M | $7,500 |
| Atlantic Waste Services, Inc. 401(k) Retirement Plan | Atlantic Waste Services, Inc. | GA | 342 | $4.1M | $17K |
| Evans Management Group 401(k) Retirement Plan | Evans Management Group, LLC | SC | 318 | $20.9M | $48K |
| Wou Employee Stock Ownership 401(k) Plan | Wou Holdings, Inc. | NH | 318 | $18.5M | $32K |
| Moody's Co-Worker Owned, Inc. 401(k) Plan | Moody's Co-Worker Owned, Inc. DBA Moody's Collision Centers | ME | 303 | $7.8M | $21K |
| US Motor Works, LLC 401(k) Profit Sharing Plan | US Motor Works, LLC | CA | 301 | $13.7M | $56K |
| Piper Shores 401(k) Plan | Maine Life Care Retirement Community, Inc. DBA Piper Shores | ME | 283 | $9.3M | $25K |
| North Mill Equipment Finance Retirement Plan | North Mill Equipment Finance LLC | CT | 282 | $11.5M | $29K |
Questions and answers
How many plans does Valmark Advisers Inc. serve?
81 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 Valmark Advisers Inc.?
The median plan reported $88.23 per participant in direct and indirect compensation (80 plans reporting an amount), or 0.18% 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) (52 plans), Investment advisory (participants) (16 plans), Recordkeeping and information management (7 plans) and Trustee (bank, trust company, or similar financial institution) (7 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.