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Filters:State: WI City: ELM GROVE Clear all

Companies

companyJt And Associates, LLC
$1.3Mreported plan assets
EIN: 26-1588174Location: WIPlans: 1Participants: 9Latest: 2023
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companyWestern Metropolis Company
$212.4Kreported plan assets
EIN: 46-2994895Location: WIPlans: 1Participants: 7Latest: 2023
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companyBuilding Trades United Pension Trust Fund
$3.3Breported plan assets
EIN: 51-6049409Location: WIPlans: 1Participants: 27,983Latest: 2023
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companyVdpopolis, Inc.
$335.8Kreported plan assets
EIN: 86-1452468Location: WIPlans: 1Participants: 4Latest: 2023
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Plans

planBuilding Trades United Pension Trust Fund Milwaukee And VicinityFinancial statementProvider compensation2023 filing
$3.3Breported assets (EOY)
Sponsor: Building Trades United Pension Trust FundEIN: 51-6049409Plan: 001Participants: 27,983Assets: $3,267,131,995Net assets: $3.3BAssets / participant: $116.8KLocation: Elm Grove, WILatest: 2023
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planJt And Associates, LLC 401(K) PlanFinancial statement2023 filing
$1.3Mreported assets (EOY)
Sponsor: Jt And Associates, LLCEIN: 26-1588174Plan: 001Participants: 9Assets: $1,326,116Net assets: $1.3MAssets / participant: $147.3KLocation: Elm Grove, WILatest: 2023
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planVdpopolis Retirement PlanFinancial statement2023 filing
$335.8Kreported assets (EOY)
Sponsor: Vdpopolis, Inc.EIN: 86-1452468Plan: 001Participants: 4Assets: $335,790Net assets: $335.8KAssets / participant: $83.9KLocation: Elm Grove, WILatest: 2023
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planWestern Metropolis Company Retirement PlanFinancial statement2023 filing
$212.4Kreported assets (EOY)
Sponsor: Western Metropolis CompanyEIN: 46-2994895Plan: 001Participants: 7Assets: $212,369Net assets: $212.4KAssets / participant: $30.3KLocation: Elm Grove, 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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