Filings through .
Filed October 4, 2011 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES4 years Filed as: SAGE ADVISORY SERVICES LTD Service code 15 · EIN 74-2798841 | Recordkeeping | $109,624 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS Service code 17 · EIN 36-4001764 | Pension Consulting | $91,334 |
USI INSURANCE SERVICES LLC5 years Filed as: USI CONSULTING GROUP Service code 11 · EIN 06-1053228 | Actuarial | $73,003 |
PRINCIPAL FINANCIAL GROUP6 years Filed as: PRINCIPAL FINANCIAL GROUP INC Service code 15 · EIN 42-1520346 | Recordkeeping | $13,939 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS MAZARS LLP Service code 10 · EIN 44-0160260 | Accounting | $13,500 |
| Actuary | Schedule | Address, phone |
|---|---|---|
Wesley J. Wickenheiser, Fsa,ea,maaa Usi Consulting Group Schedule SB | Schedule SB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.