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"

Click a variant to view it alone

CONNECTICUT WEALTH MANAGEMENT7 CONNECTICUT WEALTH MNGMT3 CONNECTICUT WEALTH MGMT3

SERVICES PROVIDED

Advisor / Consultant12

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Franklin Products, Inc. Franklin Products, Inc. 401(k) Profit Sharing Plan · all filings	TORRINGTON, CT	Advisor / Consultant	123	$26.8M	$48K	$0
Franklin Products, Inc. Franklin Products, Inc. 401(k) Profit Sharing Plan · all filings	TORRINGTON, CT	Advisor / Consultant	99	$23.2M	$40K	$0
ANB-Ptsma Holdings, Inc. Physical Therapy & Sports Medicine Centers 401(k) Plan · all filings	WEST HARTFORD, CT	Advisor / Consultant	289	$21.8M	$0	$42K
Franklin Products, Inc. Franklin Products, Inc. 401(k) Profit Sharing Plan · all filings	TORRINGTON, CT	Advisor / Consultant	103	$18.9M	$46K	$0
ANB-Ptsma Holdings, Inc. Physical Therapy & Sports Medicine Centers 401(k) Plan · all filings	WEST HARTFORD, CT	Advisor / Consultant	268	$17.5M	$0	$38K
Bouvier Beckwith & Lennox, Inc. Bouvier Beckwith & Lennox, Inc. 401(k) Plan · all filings	WEST HARTFORD, CT	Advisor / Consultant	142	$16.9M	$34K	$0
Solutions Manufacturing Solutions Manufacturing 401(k) Plan · all filings	WINDSOR, CT	Advisor / Consultant	41	$16.8M	$38K	$0
Bouvier Beckwith & Lennox, Inc. Bouvier Beckwith & Lennox, Inc. 401(k) Plan · all filings	WEST HARTFORD, CT	Advisor / Consultant	135	$14.8M	$33K	$0
Accutron, Inc. Accutron, Inc. 401(k) Plan · all filings	WINDSOR, CT	Advisor / Consultant	124	$14.7M	$18K	$0
ANB-Ptsma Holdings, Inc. Physical Therapy & Sports Medicine Centers 401(k) Plan · all filings	WEST HARTFORD, CT	Advisor / Consultant	235	$13.2M	$0	$31K
Bouvier Beckwith & Lennox, Inc. Bouvier Beckwith & Lennox, Inc. 401(k) Plan · all filings	WEST HARTFORD, CT	Advisor / Consultant	129	$11.8M	$30K	$0
Banton Construction Company Banton Construction Company Profit Sharing Plan · all filings	NORTH HAVEN, CT	Advisor / Consultant	43	$9.5M	$9K	$0
Batista Companies, Inc. Batista Companies, Inc. 401(k) Profit Sharing Plan and Trust · all filings	MERIDEN, CT	Other service providers	100	$2.3M	$12K	$0