Kolbe & Kolbe Millwork Co., Inc. Retirement Savings Plan
Sponsored by Kolbe & Kolbe Millwork Co., Inc. · EIN 391193314 · Plan #002 · Wausau, WI
- Total assets
- $99.3M
- Net assets
- $99.3M
- Active participants
- 892
- With balances
- 1,070
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 |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Recordkeeping, Trustee (institutional), Trustee (directed) | $140,376 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |
| Morningstar Investment Management | Investment advisory (participants), Consulting fees | $0 |