Froedtert Health, Inc 401(a) Retirement Plan
Sponsored by Froedtert Thedacare Health, Inc. · EIN 392014409 · Plan #002
- Total assets
- $126M
- Net assets
- $126M
- Active participants
- 1,937
- With balances
- 2,546
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Veratis Advisors, Inc. CRD 117892 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $82,888 |
| Cliftonlarsonallen | Accounting | $16,800 |
| Veritas Advisors, Inc. | Investment advisory (plan) | $9,625 |