AUMdb

Univ Of Wi Cu Retirement Savings Plan And Trust

Sponsored by University Of Wisconsin Credit Union · EIN 390671465 · Plan #002

Total assets
$144M
Net assets
$144M
Active participants
902
With balances
1,183

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $154,778