Colasanti Group, Inc. 401(k) Profit Sharing Plan
Sponsored by The Colasanti Group, Inc. · EIN 381458813 · Plan #003
- Total assets
- $10.6M
- Net assets
- $10.6M
- Active participants
- 140
- With balances
- 99
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $29,828 |
| Commonwealth Financial | Consulting (pension), Investment advisory (plan), Investment management fees (direct) | $19,013 |
| Fenner, Melstrom, & Dooling Plc | Accounting, Direct payment from the plan | $0 |