Commonwealth Holdings, Inc. 401(k) Plan
Sponsored by Commonwealth Holdings, Inc. · EIN 365040351 · Plan #001
- Total assets
- $23.2M
- Net assets
- $23.2M
- Active participants
- 259
- With balances
- 250
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 |
|---|---|---|
| Oasic Wealth, Inc | Investment advisory (plan) | $40,458 |
| John Hancock | Recordkeeping | $30,413 |