Wps 401(k) Savings Plan
Sponsored by Wisconsin Physicians Service Insurance Corporation · EIN 391268299 · Plan #002
- Total assets
- $317M
- Net assets
- $317M
- Active participants
- 1,731
- With balances
- 2,721
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Newport Group, Inc. | Claims processing, Recordkeeping, Participant loan processing | $267,733 |
| Morgan Stanley | Investment advisory (plan), Other investment fees and expenses | $128,209 |