Commonwealth Casualty Company 401(k) Plan
Sponsored by Commonwealth Casualty Company · EIN 271967640 · Plan #001
- Total assets
- $2.8M
- Net assets
- $2.8M
- Active participants
- 128
- With balances
- 125
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | fuzzy_auto · 94% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $20,864 |
| Onedigital Investment | Investment advisory (plan) | $11,534 |
| Empower Advisory Group, Llc | Investment management | $1,192 |