AUMdb

Wisconsin Pipe Trades 401(k) Plan

Sponsored by Wisconsin Pipe Trades 401(k) Plan · EIN 391712807 · Plan #001 · Milwaukee, WI

Total assets
$202M
Net assets
$198M
Active participants
3,238
With balances
3,409

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
Fiducient Advisors Llc CRD 106720 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fiducient Advisors Llc Investment advisory (plan), Investment management fees (direct) $65,000
Empower Annuity Insurance Company Recordkeeping fees, Investment management fees (direct) $58,635
Reinhart Boerner Van Deuren S.C. Legal, Direct payment from the plan $49,188
Benesys, Inc. Contract administrator, Consulting (general), Other services $30,524
Sikich Cpa Llc Accounting, Direct payment from the plan $14,690
Empower Advisory Group, Llc Investment management, Investment management fees (direct) $5,908