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Benefits Intelligence/Broker Directory/Pennsylvania

Vanguard

Valley Forge, PA

Vanguard of Valley Forge, PA is the broker of record on 53 Form 5500 Schedule A filings covering 43 employer benefit plans across 21 states, with $4,312 in reported broker commissions (plan year 2024).

Employer clients
43
distinct plan sponsors
Schedule A filings
53
States served
21
Reported commissions
$4,312
plan year 2024
Reported fees
$9,392

Employer clients

Plan sponsors naming Vanguard on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Space Exploration Technologies Corp.CA1,5402011-12-31
Onesource A Management Services CompanyOH6012010-12-31
W. R. Starkey Mortgage, LLPTX5252010-12-31
40 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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Other benefits brokers in Pennsylvania

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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.