AUMdb

Wisconsin Glaziers & Glassworkers Money Purchase Fund

Sponsored by Wisconsin Glaziers & Glassworkers Money Purchase Fund · EIN 391341148 · Plan #004

Total assets
$88.4M
Net assets
$88.4M
Active participants
503
With balances
568

Plan year beginning 06/01/2024 · Money purchase

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Fiducient Advisors Llc CRD 106720 deterministic · 100% 2024
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fiducient Advisors Investment advisory (plan), Direct payment from the plan $48,014
Benefit Plan Administration Of Wi Plan administrator, Other services, Direct payment from the plan $36,769
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $31,244
The Previant Law Firm S.C. Legal, Direct payment from the plan $17,273
Sikich Llp Accounting, Direct payment from the plan $12,400