Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan
Sponsored by Board Of Trustees Of The Wisconsin Sheet · EIN 391965830 · Plan #001
- Total assets
- $61.4M
- Net assets
- $61.3M
- Active participants
- 1,119
- With balances
- 1,202
Plan year beginning 01/01/2024 · 401(k)
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. | Trustee (institutional), Investment management fees (direct) | $102,219 |
| Reinhart Boerner Van Deuren Sc | Legal, Other fees, Direct payment from the plan | $80,489 |
| Benefit Plan Administration | Contract administrator, Direct payment from the plan, Recordkeeping fees | $23,269 |
| Mariner Institutional, Llc | Consulting (general), Direct payment from the plan, Consulting fees | $17,625 |
| Sikich Cpa Llc | Accounting, Other fees, Direct payment from the plan | $14,585 |
| Matrix Trust Company | Trustee (institutional), Direct payment from the plan | $7,833 |
| Andco Consulting Llc | Consulting (general), Consulting fees, Direct payment from the plan | $5,875 |