Colwen Management, Inc. 401(k) Benefit Plan
Sponsored by Colwen Management, Inc. · EIN 020526858 · Plan #001
- Total assets
- $16.3M
- Net assets
- $16.3M
- Active participants
- 869
- With balances
- 721
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Custodial (securities), Recordkeeping | $112,917 |
| Commonwealth Financial Network | Investment management, Shareholder servicing fees | $76,923 |
| Nationwide | Recordkeeping | $5,610 |
| Nationwide Retirement Plans | Recordkeeping | $3,480 |