Wisconsin Women's Business Initiative Corp Tax Deferred Annuity Plan
Sponsored by Wisconsin Women's Business Initiative Corp · EIN 391597954 · Plan #001
- Total assets
- $2.7M
- Net assets
- $2.7M
- Active participants
- 53
- With balances
- 135
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $29,432 |
| Global Retirement Partners, Llp | Investment advisory (plan) | $7,266 |