Neuroscience Group Of Northeast Wisconsin,S.C. Profit Sharing Plan And Trust
Sponsored by Neuroscience Group Of Northeast Wisconsin, S.C. · EIN 391731465 · Plan #002
- Total assets
- $32.6M
- Net assets
- $32.6M
- Active participants
- 174
- With balances
- 213
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 |
|---|---|---|
| Avaii Wealth Management, Llc CRD 298165 | deterministic · 100% | 2024 |
| North Star Asset Management Inc CRD 106489 | deterministic · 100% | 2024 |
| Johnson Financial Group Llc CRD 125101 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Wealth Management | Investment advisory (participants), Investment advisory (plan), Investment management | $36,138 |
| Avaii Wealth Management | Investment advisory (participants), Investment management, Investment management fees (direct) | $25,068 |
| Pension Inc. | Contract administrator, Recordkeeping, Consulting (pension) | $20,887 |
| North Star Asset Management | Investment advisory (participants), Investment advisory (plan), Investment management | $10,542 |
| Clifton Larsen Allen | Investment advisory (participants), Investment advisory (plan), Investment management | $10,467 |
| Johnson Financial Group | Investment advisory (participants), Investment advisory (plan), Investment management | $6,746 |