Commonwealth Associates Inc. 401 K Profit Sharing Plan
Sponsored by Commonwealth Associates Inc. · EIN 382809676 · Plan #001
- Total assets
- $46.5M
- Net assets
- $46.5M
- Active participants
- 238
- With balances
- 327
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D Jones And Co | Investment advisory (participants), Investment advisory (plan), Investment management | $82,703 |
| John Hancock | Recordkeeping, Participant loan processing, Float revenue | $38,324 |
| Bssa | Accounting | $12,500 |
| Wilshire Associates Incorporated | Investment advisory (plan) | $8,270 |