Commonwealth Care Alliance 401(k) Plan
Sponsored by Commonwealth Care Alliance · EIN 043756900 · Plan #002
- Total assets
- $128M
- Net assets
- $128M
- Active participants
- 1,689
- With balances
- 1,979
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $141,370 |
| Aafcpas Inc | Accounting | $17,000 |
| Sageview Advisory Group, Llc | Consulting (general) | $12,500 |