Bank Of Sun Prairie Profit Sharing Plan
Sponsored by Bank Of Sun Prairie · EIN 390148140 · Plan #002
- Total assets
- —
- Net assets
- —
- Active participants
- 99
- With balances
- 89
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 |
|---|---|---|
| Orgel Wealth Management, Llc CRD 168219 | 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 |
|---|---|---|
| Orgel Wealth Management, Llc | Investment advisory (plan) | $17,962 |
| Empower Annuity Insurance Company | Recordkeeping fees | $13,976 |
| Shore Tompkins Actuarial Resources | Contract administrator | $4,327 |
| Empower Advisory Group, Llc | Investment management | $1,783 |