University School Of Milwaukee Defined Contribution Retirement Plan
Sponsored by University School Of Milwaukee · EIN 396076442 · Plan #001
- Total assets
- $85.4M
- Net assets
- $85.4M
- Active participants
- 234
- With balances
- 570
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Regal Investment Advisors Llc CRD 125004 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Distribution (12b-1) fees, Recordkeeping fees | $26,182 |
| Regal Investment Advisors Llc | Investment advisory (plan) | $9,058 |