Milwaukee Forge 401(k) Plan
Sponsored by Milwaukee Forge, Llc · EIN 271867572 · Plan #005
- Total assets
- $8.7M
- Net assets
- $8.5M
- Active participants
- 77
- With balances
- 142
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Financial Network | Investment advisory (participants) | $24,192 |
| John Hancock Life Insurance Company | Recordkeeping | $12,618 |
| Map Retirement, Usa, Llc | Recordkeeping | $4,290 |