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

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
OUZINKIE NATIVE CORPORATION ONC 401(K) PLAN	ANCHORAGE, AK	Advisor / Consultant INVESTMENT ADVISOR	2,284	$39.1M	$61K
OUZINKIE NATIVE CORPORATION ONC 401(K) PLAN	ANCHORAGE, AK	Advisor / Consultant INVESTMENT ADVISOR	2,263	$29.8M	$40K
OUZINKIE NATIVE CORPORATION ONC 401(K) PLAN