Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MILWAUKEE DIRECT MARKETING, INC.
EIN 39-1550698marketing and advertisingLatest filing 2024
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
53
675 N. BARKER RD., SUITE 130 - BROOKFIELD, WI 53045262-789-2240milwaukeedigitalmarketing.comLinkedIn1-10 employeesmarketing and advertising
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.7M assets / 53 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#003
MILWAUKEE DIRECT MARKETING, INC. 401(K) PLAN
401k
Assets$2.6M
Participants28
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
MILWAUKEE DIRECT MARKETING, INC. CASH BALANCE PLAN
CashBalance
Assets$1.0M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | MILWAUKEE DIRECT MARKETING, INC. 401(K) PLAN | 401k | $2.6M | 28 | 2024 | |
| 002 | MILWAUKEE DIRECT MARKETING, INC. CASH BALANCE PLAN | CashBalance | $1.0M | 25 | 2024 |
Retirement plans