AUMdb

Girl Scouts Of Wisconsin Southeast, Inc. 403(b) Thrift Plan

Sponsored by Girl Scouts Of Wisconsin Southeast, Inc. · EIN 390892833 · Plan #003

Total assets
$8.6M
Net assets
$8.6M
Active participants
78
With balances
120

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Global Retirement Partners Llc Investment advisory (plan), Direct payment from the plan $11,690
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $11,189
The Retirement Advantage Inc Contract administrator, Direct payment from the plan, Other services $1,180