Wps Pension Plan
Sponsored by Wps Insurance Corporation · EIN 391268299 · Plan #003
- Total assets
- $317M
- Net assets
- $317M
- Active participants
- 438
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capital Investment Advisors, Llc CRD 158055 | fuzzy_auto · 94% | 2024 |
| Martingale Asset Management Lp CRD 108526 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| R.W. Baird & Company | Investment management, Investment management fees (direct) | $413,166 |
| Alliance Pension Consultants, Llc | Actuarial, Contract administrator, Direct payment from the plan | $248,425 |
| Cardinal Investment Advisors | Investment advisory (plan), Direct payment from the plan | $145,632 |
| Martingale Asset Management, L.P. | Investment management, Investment management fees (direct) | $124,858 |
| Associated Trust Co | Custodial (securities), Direct payment from the plan | $67,436 |