Sheboygan Senior Community Retirement Savings Plan
Sponsored by Sheboygan Senior Community · EIN 396069188 · Plan #001
- Total assets
- $3.2M
- Net assets
- $3.2M
- Active participants
- 180
- With balances
- 156
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, Total participant-directed account
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 |
|---|---|---|
| Alerus Financial, N.A. | Recordkeeping, Trustee (directed), Sub-transfer agency fees | $14,294 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $9,319 |
| Peak Retirement Group | Contract administrator, Direct payment from the plan, Other fees | $2,397 |