Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MADISON INVESTMENT HOLDINGS, INC.
EIN 39-1194160investment managementLatest filing 2024
Plans
2
Retirement
2
$85.0M assets
Welfare
0
Participants
166
550 SCIENCE DRIVE - MADISON, WI 53711608-274-0300madisoninvestments.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $85.0M assets / 166 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
MADISON INVESTMENT EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$46.4M
Participants62
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
MADISON INVESTMENT 401(K) PLAN
401k
Assets$38.6M
Participants104
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | MADISON INVESTMENT EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $46.4M | 62 | 2024 | |
| 005 | MADISON INVESTMENT 401(K) PLAN | 401k | $38.6M | 104 | 2024 |
Retirement plans