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Filters:State: WI City: ELLSWORTH Clear all

Companies

companyEllsworth Cooperative Creamery
$11.2Mreported plan assets
EIN: 39-0262200Location: WIPlans: 2Participants: 560Latest: 2023
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companyLoberg & Loberg
$5Mreported plan assets
EIN: 47-5575982Location: WIPlans: 2Participants: 18Latest: 2023
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companyThe Gravel Mountain Group, Inc.
$202.7Kreported plan assets
EIN: 92-1436510Location: WIPlans: 1Participants: 0Latest: 2023
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Plans

planEllsworth Cooperative Creamery Retirement Savings PlanFinancial statementProvider compensation2023 filing
$11.2Mreported assets (EOY)
Sponsor: Ellsworth Cooperative CreameryEIN: 39-0262200Plan: 002Participants: 284Assets: $11,185,730Net assets: $11.2MAssets / participant: $39.4KLocation: Ellsworth, WILatest: 2023
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planLoberg & Loberg Profit Sharing PlanFinancial statement2023 filing
$3.1Mreported assets (EOY)
Sponsor: Loberg & LobergEIN: 47-5575982Plan: 002Participants: 9Assets: $3,133,064Net assets: $3.1MAssets / participant: $348.1KLocation: Ellsworth, WILatest: 2023
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planLoberg & Loberg Money Purchase PlanFinancial statement2023 filing
$1.9Mreported assets (EOY)
Sponsor: Loberg & LobergEIN: 47-5575982Plan: 001Participants: 9Assets: $1,852,472Net assets: $1.9MAssets / participant: $205.8KLocation: Ellsworth, WILatest: 2023
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planThe Gravel Mountain Group, Inc. 401(K) PlanFinancial statement2023 filing
$202.7Kreported assets (EOY)
Sponsor: The Gravel Mountain Group, Inc.EIN: 92-1436510Plan: 001Participants: 0Assets: $202,658Net assets: $202.7KLocation: Ellsworth, WILatest: 2023
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planEllsworth Cooperative Creamery Health And Welfare Benefits Wrap Plan2023 filing
Sponsor: Ellsworth Cooperative CreameryEIN: 39-0262200Plan: 599Participants: 276Assets: not reported in the loaded datasetLocation: Ellsworth, WILatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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