Collaborative 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

6,217

Total plan assets

$91.3M

Filings (rows)

Direct comp

$146K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Prospecting the plans that use Collaborative Wealth Management?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Ouzinkie Native Corporation ONC 401(k) Plan · all filings	ANCHORAGE, AK	Advisor / Consultant	2,284	$39.1M	$61K	$0
Ouzinkie Native Corporation ONC 401(k) Plan · all filings	ANCHORAGE, AK	Advisor / Consultant	2,263	$29.8M	$40K	$0
Ouzinkie Native Corporation ONC 401(k) Plan · all filings	ANCHORAGE, AK	Advisor / Consultant	1,670	$22.4M	$45K	$0