The Medical College Of Wisconsin, Inc. Retirement Plan
Sponsored by The Medical College Of Wisconsin, Inc. · EIN 390806261 · Plan #001
- Total assets
- $2.6B
- Net assets
- $2.6B
- Active participants
- 6,844
- With balances
- 8,886
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $614,740 |
| Wealthspire Advisors, Llc | Securities brokerage, Securities brokerage commissions | $71,413 |
| Wfa Asset Management Corp | Securities brokerage, Securities brokerage commissions | $53,349 |
| Larson Financial Group Llc | Securities brokerage, Securities brokerage commissions | $49,253 |
| Wealth Enhancement Advisory Se | Securities brokerage, Securities brokerage commissions | $31,053 |
| Creative Planning, Llc | Securities brokerage, Securities brokerage commissions | $27,391 |
| Ellenbecker Investment | Securities brokerage, Securities brokerage commissions | $18,540 |
| The Milwealth Group Llc | Securities brokerage, Securities brokerage commissions | $18,074 |
| Blackhawk Capital Partners, Llc | Securities brokerage, Securities brokerage commissions | $16,272 |
| Landaas & Company | Securities brokerage, Securities brokerage commissions | $15,844 |
| Fidelity Investments Institutional | Recordkeeping, Recordkeeping fees, Account maintenance fees | $15,577 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $12,279 |
| Vestia Advisors Llc | Securities brokerage, Securities brokerage commissions | $9,989 |
| Compass Capital Management Inc | Securities brokerage, Securities brokerage commissions | $8,087 |
| Pettinga Financial Advisors, Llc | Securities brokerage, Securities brokerage commissions | $6,555 |
| Broadview Financial Management | Securities brokerage, Securities brokerage commissions | $5,830 |
| Tiaa | Recordkeeping, Direct payment from the plan | $5,003 |
| Lincoln National Corporation | Contract administrator, Direct payment from the plan | $675 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |