AUMdb

Wisconsin Masonic Home, Inc. Retirement Savings Plan

Sponsored by Wisconsin Masonic Home Inc And Affiliated Employers · EIN 390813463 · Plan #002

Total assets
$9.3M
Net assets
$9.3M
Active participants
327
With balances
134

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
Johnson Bank Trustee (institutional), Investment advisory (plan), Direct payment from the plan $34,579