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Sponsor portfolio

EDUCATE-WI, LLC

EIN 81-3279932-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$5.5M assets
Welfare
0
Participants
12
1482 ST. CROIX AVENUE, STE 2 - NEW RICHMOND, WI 54017715-441-7234
Plans on this EIN
2 filings
#002CashBalance-$3.9M - 6 part#001401k-$1.6M - 6 part

Retirement portfolio analytics

2 plans aggregated / $5.5M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • CASH BALANCE PLAN (#002)71%
  • EDUCATE-WI, LLC 401(K) (#001)29%
Total $5.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)6
  • EDUCATE-WI, LLC 401(K) (#001)6
Total 12Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

EDUCATE-WI, LLC CASH BALANCE PLAN

CashBalance

Assets$3.9M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

EDUCATE-WI, LLC 401(K) PLAN

401k

Assets$1.6M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002EDUCATE-WI, LLC CASH BALANCE PLANCashBalance$3.9M62024
001EDUCATE-WI, LLC 401(K) PLAN401k$1.6M62024
Retirement plans
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