Western Dairyland Economic Opportunity Council Inc. Retirement Plan
Sponsored by Western Dairyland Economic Opportunity Council, Inc. · EIN 391076993 · Plan #001 · Independence, WI
- Total assets
- $11.4M
- Net assets
- $11.4M
- Active participants
- 169
- With balances
- 209
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 |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $25,686 |
| Cambridge Investment Research | Investment advisory (plan) | $25,386 |
| Hawkins Ash Cpas | Accounting | $7,500 |