CONNECTICUT WEALTH

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

1,831

Total plan assets

$208.3M

Filings (rows)

Direct comp

$307K

Indirect comp

$111K

Aggregating 3 name variants under "CONNECTICUT WEALTH"

CONNECTICUT WEALTH MANAGEMENT7 CONNECTICUT WEALTH MNGMT3 CONNECTICUT WEALTH MGMT3

SERVICES PROVIDED

Advisor / Consultant12

Other1

Top plans served

All 13 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
FRANKLIN PRODUCTS, INC. FRANKLIN PRODUCTS, INC. 401(K) PROFIT SHARING PLAN	TORRINGTON, CT	Advisor / Consultant INVESTMENT ADVISOR	123	$26.8M	$48K
FRANKLIN PRODUCTS, INC. FRANKLIN PRODUCTS, INC. 401(K) PROFIT SHARING PLAN	TORRINGTON, CT	Advisor / Consultant INVESTMENT ADVISOR	99	$23.2M	$40K
ANB-PTSMA HOLDINGS, INC.