Democratic Party Of Wisconsin 401(k) Profit Sharing Plan & Trust
Sponsored by Democratic Party Of Wisconsin · EIN 390793066 · Plan #001
- Total assets
- $2.4M
- Net assets
- $2.4M
- Active participants
- 45
- With balances
- 224
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 |
|---|---|---|
| Cambridge Investments, Llc CRD 174460 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Premier Plan Consultants, Inc | Contract administrator | $10,532 |
| Human Interest Advisor Llc | Recordkeeping fees | $9,876 |
| Empower Annuity Insurance Company | Recordkeeping fees | $3,816 |
| Cambridge Investment Group | Investment advisory (plan) | $1,107 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $2.4M | 45 | ack 20251007093334NAL0002548451001 |
| 01/01/2021 | $678K | 91 | ack 20250324151440NAL0006989027001 |