Commonwealth Equity Service

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

1,447

Total plan assets

$57.1M

Filings (rows)

Direct comp

$136K

Indirect comp

$36K

Showing only "COMMONWEALTH EQUITY SERVICE"

View all 15 variants aggregated →

COMMONWEALTH EQUITY SERVICES406 COMMONWEALTH EQUITY SERVICES DB181 COMMONWEALTH EQUITY17 COMMONWEALTH EQUITY SERVICES LLP9 COMMONWEALTH EQUITY SERVICES I7 COMMONWEALTH EQUITY SERVICE5 COMMONWEALTH EQUITY SVCS

SERVICES PROVIDED

Advisor / Consultant4

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Opportunity Alliance Opportunity Alliance 403(b) Plan · all filings	SOUTH PORTLAND, ME	Advisor / Consultant	465	$17.0M	$39K	$0
Opportunity Alliance Opportunity Alliance 403(b) Plan · all filings	SOUTH PORTLAND, ME	Advisor / Consultant	460	$15.6M	$41K	$0
Opportunity Alliance Opportunity Alliance 403(b) Plan · all filings	SOUTH PORTLAND, ME	Advisor / Consultant	436	$13.1M	$43K	$0
Hamilton Dental Associates, P.A. Hamilton Dental Associates, P.A. 401(k) Profit Sharing Plan · all filings	HAMILTON SQUARE, NJ	Other service providers	86	$11.3M	$0	$36K
Jay Packaging Group, Inc. Jay Packaging Group, Inc. 401(k) Retirement Plus Plan · all filings	WARWICK, RI	Advisor / Consultant	0	$0	$13K	$0