Milwaukee Center For Independence, Inc. And Affiliates 403(b) Plan
Sponsored by Milwaukee Center For Independence, Inc. · EIN 390806257 · Plan #001
- Total assets
- $24.8M
- Net assets
- $24.8M
- Active participants
- 761
- With balances
- 845
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $72,883 |
| Global Retirement Partners Llc | Investment advisory (plan) | $49,799 |
| Egps | Contract administrator | $41,761 |
| Empower Advisory Group, Llc | Investment management | $10,721 |
| Economic Group Pension Services Llc | Contract administrator | $3,962 |