Commonwealth Primary Care, Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Commonwealth Primary Care, Inc. · EIN 540965697 · Plan #001
- Total assets
- $41.7M
- Net assets
- $41.7M
- Active participants
- 211
- With balances
- 274
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors | Investment advisory (participants), Investment advisory (plan) | $98,209 |
| Ascensus, Inc. | Contract administrator, Recordkeeping, Trustee (institutional) | $27,808 |
| Employee Benefits Services | Contract administrator, Recordkeeping, Participant loan processing | $6,830 |