Collective Wealth Partners

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

111

Total plan assets

$15.5M

Filings (rows)

Direct comp

$24K

Indirect comp

SERVICES PROVIDED

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Emily's LIST Emily's LIST 401(k) Retirement Plan · all filings	WASHINGTON, DC	Other service providers	111	$15.5M	$24K	$0