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

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
GRIDWORKS, INC. GRIDWORKS, INC. 401(K) PLAN	ALBUQUERQUE, NM	Advisor / Consultant INVESTMENT ADVISOR	206	$6.2M	$7K
CH EMPLOYEES, LLC CHARLESTOWNE HOTELS, INC. 401(K) PLAN	MOUNT PLEASANT, SC	Advisor / Consultant RIA	1,302	$5.4M	$23K
CH EMPLOYEES, LLC CHARLESTOWNE HOTELS, INC. 401(K) PLAN