Commonwealth Financial Network 401(k) P/S Plan
Sponsored by Commonwealth Financial Network · EIN 042675571 · Plan #002
- Total assets
- $238M
- Net assets
- $238M
- Active participants
- 1,271
- With balances
- 1,542
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $34,489 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$48,259 |