Citizens Bank 401 K Mukwonago Wi
Sponsored by Citizens Bank · EIN 390210030 · Plan #003
- Total assets
- $22.2M
- Net assets
- $22.2M
- Active participants
- 143
- With balances
- 226
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 |
|---|---|---|
| Spectrum Investment Advisors, Inc. CRD 108669 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Spectrum Investment Advisors Inc | Investment advisory (plan), Direct payment from the plan | $42,281 |
| Newport Group, Inc. | Other fees, Recordkeeping, Participant loan processing | $3,837 |