AUMdb

Reedsburg Area Medical Center, Inc. 401(k) Plan

Sponsored by Reedsburg Area Medical Center, Inc. · EIN 391091432 · Plan #001

Total assets
$89.1M
Net assets
$89.1M
Active participants
615
With balances
804

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
World Investment Advisors, Llc CRD 208512 deterministic · 100% 2024
Mbe Wealth Management, Llc CRD 165516 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $86,058
Cota Street Investment Management Investment management $77,842
World Investment Advisors Llc Investment advisory (plan) $50,743
Mbe Wealth Management Llc Investment advisory (plan) $25,371