AUMdb

Waupaca Foundry, Inc. Consolidated Retirement Plan

Sponsored by Waupaca Foundry, Inc. · EIN 390880924 · Plan #001

Total assets
$599M
Net assets
$599M
Active participants
3,285
With balances
3,627

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
Alpha Investment Consulting Group, Llc CRD 139721 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $373,498
Robert W Baird And Co In Contract administrator, Direct payment from the plan $123,294
Alpha Investment Consult Contract administrator, Investment advisory (plan), Direct payment from the plan $74,000
Michael Best & Friedrich Legal, Direct payment from the plan $10,361