Chartwell Midwest Wisconsin Retirement Plan
Sponsored by Chartwell Midwest Wisconsin Llc, Dba Uw Health Care Direct · EIN 391796267 · Plan #001
- Total assets
- $26.8M
- Net assets
- $26.8M
- Active participants
- 265
- With balances
- 347
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $41,625 |
| Empower Advisory Group, Llc | Investment management | $9,679 |
| Gallagher Benefit Services Inc Dba | Other fees | $1,125 |