Form 5500 Search

COMMONWEATH EQUITY

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
4
Active participants
379
Total plan assets
$41.5M
Filings (rows)
4
Direct comp
$111K
Indirect comp
$76K
Aggregating 2 name variants under "COMMONWEATH EQUITY"

SERVICES PROVIDED

Other3
Advisor / Consultant1

Top plans served

All 4 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
DAN GERNATT GRAVEL PRODUCTS, INC.
DAN GERNATT GRAVEL PRODUCTS INCORPORATED SAVINGS AND SECURITY PLAN
COLLINS, NY
Advisor / Consultant
INVESTMENT ADVISOR
195$26.6M$46K
SENTE MORTGAGE
SENTE MORTGAGE RETIREMENT SAVINGS PLAN
AUSTIN, TX
Other
NONE
85$7.6M$33K
SENTE MORTGAGE
SENTE MORTGAGE RETIREMENT SAVINGS PLAN
AUSTIN, TX
Other
NONE
99$7.3M$33K
SDS LUMBER CO.
SDS LUMBER CO. PROFIT SHARING PLAN
BINGEN, WA
Other
SERVICE PROVIDER
0$0$0
COMMONWEATH EQUITY — Form 5500 Service Provider Profile | Form 5500 Search