Reinhart Boerner Van Deuren, S.C. 401(k) Profit Sharing Plan
Sponsored by Reinhart Boerner Van Deuren, S.C. · EIN 391126909 · Plan #001
- Total assets
- $308M
- Net assets
- $308M
- Active participants
- 349
- With balances
- 526
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 |
|---|---|---|
| Francis Llc CRD 130687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Francis Llc | Investment advisory (participants), Investment advisory (plan) | $98,750 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $34,346 |
| Clifton Larson Allen | Accounting | $21,263 |
| Milliman, Inc. | Accounting | $8,005 |