Horicon Bank Profit Sharing And Employee Stock Ownership Plan
Sponsored by Horicon Bank · EIN 390356800 · Plan #002 · Horicon, WI
- Total assets
- $46.7M
- Net assets
- $46.6M
- Active participants
- 219
- With balances
- 302
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wipfli Llp | Recordkeeping, Direct payment from the plan | $50,890 |
| Creative Planning Holdco, Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $45,036 |