Froedtert South, Inc. Employees' Pension Plan
Sponsored by Froedtert South, Inc. · EIN 390816845 · Plan #001
- Total assets
- $236M
- Net assets
- $236M
- Active participants
- 540
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney Llc | Investment management, Consulting fees | $448,181 |
| Towers Watson Pennsylvania, Inc. | Actuarial | $99,297 |
| Johnson Bank | Trustee (institutional), Investment management fees (indirect), Shareholder servicing fees | $80,754 |