Filings through .
Filed August 30, 2023 (most recent of 3 filings on file)
Street address, email and phone are on Pro, free for 7 days.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 23-1159360 | Actuarial | $1,242,101 |
AETNA LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 06-0843888 | Contract Administrator | $120,474 |
MADISON INVESTMENT ADVISORS3 years Filed as: MADISON INVESTMENTS Service code 27 · EIN 39-1194160 | Advisory (Plan) | $94,459 |
ROBERT W BAIRD & CO INCORPORATED10+ years Filed as: ROBERT W. BAIRD Service code 28 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Investment Management | $91,280 |
LITTLER MENDELSON, P.C.2 years Filed as: LITTLER MENDELSON P.C. Service code 29 · EIN 94-2602731 | Legal | $59,633 |
BMO HARRIS BANK NA2 years Filed as: BMO BANK N.A. Service code 21 · EIN 36-2085229 | Bank Trustee | $35,941 |
AGILIS PARTNERS LLC1 year Service code 17 · EIN 04-3513306 | Pension Consulting | $14,000 |
2 funds hold $7.7M of the plan's $7.9M. From the 2024 filing. Recordkeeper: BMO.
| Fund | Dollars | % of funds% |
|---|---|---|
| Money Market GS Fin Sq Gov 465 Goldman Sachs · Money market | $7.4M | 95.8% |
| Aetna Life Insurance Manager not matched · Insurance contract | $327K | 4.2% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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.