| Relationships | Role | Relationship Start | Relationship End |
| Valley Forge Asset Management, Llc | Parent | 12/6/2004 | 11/30/2010 |
| Brandywine Benefits Corporation | Subsidary | 2/1/2005 | 4/30/2006 |
| Rockford Pensions, Llc | Subsidary | 2/1/2005 | 4/30/2006 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Valley Forge Asset Management, Llc | Buyer | Discontinued | 12/1/2010 | ||
| Brandywine Benefits Corporation | Seller | Discontinued | 5/1/2006 | ||
| Rockford Pensions, Llc | Seller | Discontinued | 5/1/2006 |