Cfs 401(k) Plan
Sponsored by Commonwealth Fusion Systems Llc · EIN 823262257 · Plan #001
- Total assets
- $40.4M
- Net assets
- $40.4M
- Active participants
- 1,067
- With balances
- 890
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Osaic Wealth Inc | Investment advisory (plan) | $61,768 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $12,753 |
| Fidelity Workplace Services Llc | Plan administrator, Trustee (discretionary), Investment management | $4,238 |