AUMdb

403(b) Thrift Plan Of Family Services Of Northeast Wisconsin, Incorporat

Sponsored by Family Services Of Northeast Wisconsin, Incorporated · EIN 390827320 · Plan #002

Total assets
$15.0M
Net assets
$15.0M
Active participants
353
With balances
335

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Associated Trust Company, N.A. Recordkeeping, Consulting (pension), Custodial (securities) $54,363