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

485

Total plan assets

$63.0M

Filings (rows)

Direct comp

$101K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant6

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Plans served

All 2 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Buckley Associates, Inc. Buckley Associates, Inc. 401(k) Profit Sharing Plan · all filings	HANOVER, MA	Advisor / Consultant	158	$51.4M	$78K	$0
Centivo Corporation Centivo Corporation 401(k) Profit Sharing Plan · all filings	NEW YORK, NY	Advisor / Consultant	327	$11.5M	$23K	$0