Osaic Wealth - ACH

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

3,035

Total plan assets

$144.8M

Filings (rows)

Direct comp

$16K

Indirect comp

Showing only "OSAIC WEALTH - ACH"

View all 4 variants aggregated →

OSAIC WEALTH750 OSAIC WEALTH FORMERLY SAGEPOINT2 OSAIC WEALTH MANAGEMENT1 OSAIC WEALTH - ACH1

SERVICES PROVIDED

Other service providers1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Plan Professionals LLC Open PEP 2 · all filings	SHREWSBURY, NJ	Other service providers	3,035	$144.8M	$16K	$0