AUMdb

Seth Wadley Auto Group 401(k) Plan

Sponsored by Badger Valley Investments, Llc · EIN 263311496 · Plan #001

Total assets
$4.0M
Net assets
$4.0M
Active participants
303
With balances
150

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Nfp Retirement Inc Investment advisory (plan), Investment advisory (participants), Investment management fees (direct) $16,495
Spectrum Employee Benefits, Inc. Recordkeeping, Participant loan processing, Distribution (12b-1) fees $16,283
Eide Bailly, Llp Accounting $12,065