Group Health Cooperative Of South Central Wisconsin Employer Funded Retirement Plan
Sponsored by Group Health Cooperative Of South Central Wisconsin · EIN 391199466 · Plan #001
- Total assets
- $51.3M
- Net assets
- $51.3M
- Active participants
- 684
- With balances
- 663
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Milliman, Inc. | Recordkeeping, Participant loan processing, Direct payment from the plan | $27,444 |
| Francis Investment Council | Investment advisory (plan), Direct payment from the plan | $26,690 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (directed), Direct payment from the plan | $8,849 |
| Charles Schwab & Co., Inc. | Custodial (securities), Shareholder servicing fees | $0 |