AUMdb

Badger Mutual Insurance Company 401(k) Plan

Sponsored by Badger Mutual Insurance Company · EIN 390143380 · Plan #002

Total assets
$21.1M
Net assets
$21.1M
Active participants
87
With balances
101

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
Sentinel Pension Advisors, Llc CRD 109901 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Sentinel Pension Advisors Consulting (general), Investment advisory (participants), Investment advisory (plan) $51,150
Sentinel Benefits Group, Inc. Recordkeeping, Consulting (general), Participant loan processing $44,597
Charles Schwab Trust Bank Recordkeeping, Custodial (securities), Trustee (institutional) $6,140