The Bruce Company Of Wisconsin, Inc. Profit Sharing And Savings Plan
Sponsored by The Bruce Company Of Wisconsin, Inc. · EIN 390904663 · Plan #001 · Middleton, WI
- Total assets
- $21.8M
- Net assets
- $21.8M
- Active participants
- 250
- With balances
- 251
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 |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gallagher Fiduciary Advisors Llc | Investment advisory (plan) | $40,758 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $34,903 |
| Sva Certified Public | Accounting | $11,750 |