Wec Energy Group Retirement Savings Plan
Sponsored by Wec Energy Group, Inc. · EIN 391391525 · Plan #049
- Total assets
- $1.7B
- Net assets
- $1.7B
- Active participants
- 3,358
- With balances
- 4,892
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping, Consulting (general), Trustee (directed) | $344,940 |
| Strategic Advisors,Inc. | Investment advisory (participants) | $249,849 |
| Crowe, Llp | Accounting | $41,160 |
| Robert W. Baird & Company | Investment advisory (plan), Named fiduciary | $11,387 |