Commonwealth Senior Living 401(k) Plan
Sponsored by Commonwealth Senior Living, Llc · EIN 841799859 · Plan #001
- Total assets
- $7.5M
- Net assets
- $7.5M
- Active participants
- 2,740
- With balances
- 355
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 |
|---|---|---|
| Cetera Investment Advisers Llc CRD 105644 | fuzzy_auto · 95% | 2024 |
| Clearstead Advisors, Llc CRD 105674 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Participant loan processing | $71,007 |
| Cetera Investment Services. | Investment advisory (plan), Direct payment from the plan | $29,705 |
| Clearstead Advisors Llc | Investment advisory (plan), Direct payment from the plan | $5,874 |