Milwaukee Bucks Retirement Savings Plan
Sponsored by Milwaukee Bucks, Llc · EIN 391513690 · Plan #001
- Total assets
- $29.1M
- Net assets
- $29.1M
- Active participants
- 365
- With balances
- 512
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 |
|---|---|---|
| Private Advisor Group, Llc CRD 155216 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services Llc | Recordkeeping, Copying and duplicating, Participant communication | $58,939 |
| Private Advisor Group | Investment management, Investment management fees (direct) | $47,166 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |