State Bar Of Wisconsin Savings Plan
Sponsored by State Bar Of Wisconsin · EIN 390807061 · Plan #002
- Total assets
- $22.2M
- Net assets
- $22.2M
- Active participants
- 81
- With balances
- 118
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Oneamerica Retirement Services Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $20,623 |
| Oneamerica Investment Advisory Svcs | Investment advisory (plan), Investment management fees (direct) | $6,161 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |