Osaaic 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

2,761

Total plan assets

$14.8M

Filings (rows)

Direct comp

$43K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Prospecting the plans that use Osaaic Wealth?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Gridworks, Inc. Gridworks, Inc. 401(k) Plan · all filings	ALBUQUERQUE, NM	Advisor / Consultant	206	$6.2M	$7K	$0
CH Employees, LLC Charlestowne Hotels, Inc. 401(k) Plan · all filings	MOUNT PLEASANT, SC	Advisor / Consultant	1,302	$5.4M	$23K	$0
CH Employees, LLC Charlestowne Hotels, Inc. 401(k) Plan · all filings	MOUNT PLEASANT, SC	Advisor / Consultant	1,253	$3.3M	$13K	$0