AUMdb

Boys & Girls Clubs Of Greater Milwaukee 401(k) Plan

Sponsored by Boys & Girls Clubs Of Greater Mi · EIN 390806292 · Plan #001

Total assets
$12.7M
Net assets
$12.7M
Active participants
484
With balances
361

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $41,508
Global Retirement Partners Recordkeeping, Trustee (institutional), Other services $32,021
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0