Osaic

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

5,175

Total plan assets

$349.4M

Filings (rows)

Direct comp

$320K

Indirect comp

Showing only "OSAIC"

View all 16 variants aggregated →

OSAIC WEALTH641 OSAIC FA45 OSAIC FS20 OSAIC INSTITUTIONS18 OSAIC ADVISORY SERVICES17 OSAIC FINL6 OSAIC5 OSAIC WELATH2

SERVICES PROVIDED

Advisor / Consultant5

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Intercontinental Terminals Company LLC Intercontinental Terminals Company LLC 401(k) Plan · all filings	LA PORTE, TX	Advisor / Consultant	447	$92.3M	$25K	$0
Intercontinental Terminals Company LLC Intercontinental Terminals Company LLC 401(k) Plan · all filings	LA PORTE, TX	Advisor / Consultant	457	$81.2M	$20K	$0
ALKU, LLC ALKU 401(k) Plan · all filings	ANDOVER, MA	Advisor / Consultant	1,788	$65.3M	$110K	$0
Manhattan School of Music Manhattan School of Music Retirement Savings Plan · all filings	NEW YORK, NY	Advisor / Consultant	665	$58.8M	$83K	$0
ALKU, LLC ALKU 401(k) Plan · all filings	ANDOVER, MA	Advisor / Consultant	1,818	$51.8M	$82K	$0