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

Active participants

278

Total plan assets

$4.4M

Filings (rows)

Direct comp

$13K

Indirect comp

Showing only "OSAIC WEALTH MANAGEMENT"

View all 4 variants aggregated →

OSAIC WEALTH641 OSAIC WEALTH FORMERLY SAGEPOINT1 OSAIC WEALTH - ACH1 OSAIC WEALTH MANAGEMENT1

SERVICES PROVIDED

Recordkeeper1

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Plans served

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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