Kohler Co. Pension Plan
Sponsored by Kohler Co. & Subsidiaries · EIN 390402810 · Plan #004
- Total assets
- $1.7B
- Net assets
- $1.7B
- Active participants
- 7,552
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Heck Capital Advisors, Llc CRD 143848 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Midwest Institutional Trust Company | Trustee (institutional) | $229,731 |
| Heck Capital Advisors | Investment advisory (plan) | $108,750 |
| Blackrock | Trustee (institutional), Trustee (discretionary), Investment management | $94,116 |
| Francis Investment Counsel Llc | Investment advisory (plan) | $28,026 |