Twin Disc, Inc Combined Retirement Plan For Racine Hourly And Salaried Employees
Sponsored by Twin Disc, Incorporated · EIN 390667110 · Plan #004
- Total assets
- $51.5M
- Net assets
- $51.4M
- Active participants
- 37
- 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 |
|---|---|---|
| Income Research + Management CRD 104863 | fuzzy_auto · 99% | 2024 |
| Marquette Associates, Inc. CRD 21572 | fuzzy_auto · 95% | 2024 |
| Eagle Asset Management Inc CRD 110653 | deterministic · 100% | 2024 |
| Fiduciary Trust International, Llc CRD 124062 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Income Research And Management | Investment management, Investment management fees (direct) | $99,692 |
| Marquette Associates Investment | Investment advisory (plan), Direct payment from the plan | $49,000 |
| Willis Towers Watson | Actuarial, Direct payment from the plan | $48,667 |
| Midwest Institutional Trust Company | Custodial (securities), Direct payment from the plan, Trustee (institutional) | $15,406 |
| Wipfli Llp | Accounting, Direct payment from the plan | $14,000 |
| Eagle Asset Management | Investment management, Direct payment from the plan | $9,827 |
| Fiduciary Trust International | Investment management, Direct payment from the plan | $9,637 |
| Lsv Management | Investment management, Direct payment from the plan | $4,358 |