Hand To Shoulder Center Of Wisconsin 401(k) Profit Sharing Plan
Sponsored by Hand To Shoulder Center Of Wisconsin, Ltd. · EIN 391627418 · Plan #001
- Total assets
- $25.9M
- Net assets
- $25.9M
- Active participants
- 101
- With balances
- 119
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 |
|---|---|---|
| Kerberrose Wealth Management, Llc CRD 168787 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kerber Rose Wealth Management | Investment advisory (participants) | $50,585 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $224 |