Collegeville Financial Group LLC
Collegeville, PA
Collegeville Financial Group LLC of Collegeville, PA is the broker of record on 4 Form 5500 Schedule A filings covering 2 employer benefit plans, with $31,864 in reported broker commissions (plan year 2025).
Quick answer
Collegeville Financial Group LLC (Collegeville, PA) is the broker of record for 2 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Collegeville Financial Group LLC have?
- Collegeville Financial Group LLC is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
- Who are Collegeville Financial Group LLC's largest employer clients?
- By plan participants, the largest include Pennsylvania Automotive Association (18,529 participants) and Pennsylvania Automotive Association (5,447 participants).
- How much does Collegeville Financial Group LLC earn in commissions?
- Insurers reported $31,864 in broker commissions paid to Collegeville Financial Group LLC for plan year 2025, per Schedule A Part 1.
- Where is Collegeville Financial Group LLC located?
- Collegeville Financial Group LLC is based in Collegeville, PA.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Collegeville Financial Group LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Pennsylvania Automotive Association | PA | 18,529 | 2025-12-31 |
| Pennsylvania Automotive Association | PA | 5,447 | 2025-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.