ONE CHARLES PRIVATE 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

3,054

Total plan assets

$165.7M

Filings (rows)

Direct comp

$497K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant6

Top plans served

All 6 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
BUCKLEY ASSOCIATES, INC. BUCKLEY ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN	HANOVER, MA	Advisor / Consultant ADVISOR	158	$51.4M	$78K
BUCKLEY ASSOCIATES, INC. BUCKLEY ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN	HANOVER, MA	Advisor / Consultant ADVISOR	142	$45.3M	$145K
BUCKLEY ASSOCIATES, INC.