· 2022–2024 · DOL EFAST2
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Osaic Wealth Management
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
1
Active participants
278
Total plan assets
$4.4M
Filings (rows)
1
Direct comp
$13K
Indirect comp
$0
Showing only "OSAIC WEALTH MANAGEMENT"
View all 4 variants aggregated →
OSAIC WEALTH
750
OSAIC WEALTH FORMERLY SAGEPOINT
2
OSAIC WEALTH MANAGEMENT
1
OSAIC WEALTH - ACH
1
SERVICES PROVIDED
Recordkeeper
1
Plans served
All 1 plans
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Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
Fetch Veterinary Group, LLC
Fetch Veterinary Group, LLC 401(k) Profit Sharing Plan & Trust ·
all filings
FORT MYERS, FL
Recordkeeper
278
$4.4M
$13K
$0
Osaic Wealth Management — Form 5500 Service Provider Profile | Form 5500 Search