Badger Liquor Co., Inc. Employees' Profit Sharing, Savings & Investment Plan
Sponsored by Badger Liquor Co., Inc. · EIN 396080278 · Plan #003
- Total assets
- $73.6M
- Net assets
- $73.6M
- Active participants
- 483
- With balances
- 545
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 |
|---|---|---|
| Promanage, Llc CRD 133357 | deterministic · 100% | 2024 |
| Park Capital Management, Llc CRD 158965 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nyhart | Recordkeeping, Direct payment from the plan, Participant loan processing | $211,296 |
| National Exchange Bank And Trust | Trustee (institutional), Direct payment from the plan | $62,500 |
| Promanage, Llc | Investment advisory (participants), Direct payment from the plan | $23,030 |
| Park Capital Management | Investment advisory (plan), Direct payment from the plan | $11,741 |
| Fidelity Investments | Custodial (securities), Shareholder servicing fees | $0 |