Wisconsin Masons 401(k) Plan And Trust
Sponsored by The Board Of Trustees Of The Wisconsin Masons 401(k) Plan And Trust · EIN 392008571 · Plan #001
- Total assets
- $27.3M
- Net assets
- $27.3M
- Active participants
- 811
- With balances
- 865
Plan year beginning 06/01/2024 · 401(k)
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 |
|---|---|---|
| Empower Annuity Insurance | Trustee (institutional), Recordkeeping fees, Direct payment from the plan | $40,887 |
| Reinhart Boerner Van Deuren S.C. | Legal, Direct payment from the plan | $29,664 |
| Benesys, Inc. | Contract administrator, Direct payment from the plan | $18,916 |
| Pension Group Financial Group Llc | Investment advisory (plan), Direct payment from the plan | $15,763 |
| Sikich Cpa Llc | Accounting, Direct payment from the plan, Other fees | $13,156 |
| The Previant Law Firm | Legal, Direct payment from the plan | $8,619 |