Charles Daher's Commonwealth Motors 401(k) Retirement Plan
Sponsored by Charles Daher's Commonwealth Motors · EIN 043117669 · Plan #001
- Total assets
- $17.2M
- Net assets
- $17.2M
- Active participants
- 216
- With balances
- 205
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $72,289 |
| Caron & Bletzer, Pllc | Accounting, Direct payment from the plan | $11,050 |
| Osaic Wealth Inc | Insurance agents and brokers, Insurance services, Insurance brokerage commissions | $0 |