AUMdb

Greater Wisconsin Multi Employer Retirement Income

Sponsored by Board Of Trustees Greater Wisconsin Employer Union Pension Trust Fund · EIN 396188024 · Plan #001

Total assets
$3.1M
Net assets
$3.1M
Active participants
0
With balances
0

Plan year beginning 01/01/2024

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
Benefit Plan Administration Of Wi Recordkeeping, Direct payment from the plan, Other fees $103,082
The Segal Company Actuarial, Direct payment from the plan $69,864
Russell Trust Company Investment management, Investment management fees (direct), Soft dollars commissions $23,325
The Previant Law Firm Legal, Direct payment from the plan $16,726
Sikich Cpa Llc Accounting, Direct payment from the plan $16,480
Us Bank Custodial (securities), Direct payment from the plan $5,468