CCR Wealth Management

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

7,853

Total plan assets

$77.2M

Filings (rows)

Direct comp

$202K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant6

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
CW Resources, Inc. 403(b) Thrift Plan for CW Group, Inc. · all filings	NEW BRITAIN, CT	Advisor / Consultant	2,339	$20.7M	$37K	$0
CW Group, Inc. 403(b) Thrift Plan for CW Group, Inc. · all filings	NEW BRITAIN, CT	Advisor / Consultant	2,835	$18.6M	$33K	$0
CW Resources, Inc. 403(b) Thrift Plan for CW Resources, Inc. · all filings	NEW BRITAIN, CT	Advisor / Consultant	2,205	$16.4M	$30K	$0
Carnegie Dartlet, LLC Carnegie Dartlet, LLC 401(k) Plan · all filings	WESTFORD, MA	Advisor / Consultant	280	$12.8M	$35K	$0
Carnegie Dartlet, LLC Carnegie Dartlet, LLC 401(k) Plan · all filings	WESTFORD, MA	Advisor / Consultant	194	$8.8M	$28K	$0
Carnegie Dartlet LLC Carnegie Dartlet, LLC 401(k) Plan · all filings	WESTFORD, NC	Advisor / Consultant	0	$0	$40K	$0