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Filters:State: WI City: OCONOMOWOC Clear all

Companies

companyLutheran Homes Of Oconomowoc, Inc.
$14.7Mreported plan assets
EIN: 39-0845016Location: WIPlans: 5Participants: 1,013Latest: 2023
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companySentry Equipment Corp.
$76.5Mreported plan assets
EIN: 39-0343280Location: WIPlans: 3Participants: 693Latest: 2023
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companyOconomowoc Residential Programs, Inc.
$134.6Mreported plan assets
EIN: 39-1510207Location: WIPlans: 3Participants: 5,742Latest: 2023
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companyBank Five Nine
$31.8Mreported plan assets
EIN: 39-0148000Location: WIPlans: 2Participants: 780Latest: 2023
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companyAce Precision Machining, LLC
$32.8Mreported plan assets
EIN: 39-1419445Location: WIPlans: 2Participants: 387Latest: 2023
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companyBruno Independent Living Aids, Inc.
$33.7Mreported plan assets
EIN: 35-1583691Location: WIPlans: 2Participants: 806Latest: 2023
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companyRogers Memorial Hospital, Inc.
$128.3Mreported plan assets
EIN: 39-1139101Location: WIPlans: 2Participants: 7,475Latest: 2023
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companyLiquid Libations, Inc.
$148.8Kreported plan assets
EIN: 46-2132921Location: WIPlans: 1Participants: 2Latest: 2023
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Plans

planRogers Memorial Hospital, Inc. 401(K) PlanFinancial statementProvider compensation2023 filing
$128.3Mreported assets (EOY)
Sponsor: Rogers Memorial Hospital, IncEIN: 39-1139101Plan: 002Participants: 4,936Assets: $128,278,325Net assets: $128.3MAssets / participant: $26KLocation: Oconomowoc, WILatest: 2023
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planMypath Employee Stock Ownership PlanFinancial statement2023 filing
$100.1Mreported assets (EOY)
Sponsor: Oconomowoc Residential Programs, Inc.EIN: 39-1510207Plan: 002Participants: 2,274Assets: $100,119,849Net assets: $30.6MAssets / participant: $44KLocation: Oconomowoc, WILatest: 2023
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planSentry Equipment Corp. Employee Stock Ownership PlanFinancial statement2023 filing
$48.3Mreported assets (EOY)
Sponsor: Sentry Equipment Corp.EIN: 39-0343280Plan: 002Participants: 234Assets: $48,259,269Net assets: $27.6MAssets / participant: $206.2KLocation: Oconomowoc, WILatest: 2023
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planMypath 401(K) Retirement PlanFinancial statementProvider compensation2023 filing
$34.4Mreported assets (EOY)
Sponsor: Oconomowoc Residential Programs, Inc.EIN: 39-1510207Plan: 001Participants: 2,110Assets: $34,435,400Net assets: $34.4MAssets / participant: $16.3KLocation: Oconomowoc, WILatest: 2023
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planBruno Independent Living Aids, Inc. 401(K) Plan And TrustFinancial statementProvider compensation2023 filing
$33.7Mreported assets (EOY)
Sponsor: Bruno Independent Living Aids, Inc.EIN: 35-1583691Plan: 001Participants: 449Assets: $33,749,812Net assets: $33.7MAssets / participant: $75.2KLocation: Oconomowoc, WILatest: 2023
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planAce Precision Machining, LLC 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
$32.8Mreported assets (EOY)
Sponsor: Ace Precision Machining, LLCEIN: 39-1419445Plan: 001Participants: 231Assets: $32,771,715Net assets: $32.8MAssets / participant: $141.9KLocation: Oconomowoc, WILatest: 2023
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planBank Five Nine 401k PlanFinancial statement2023 filing
$31.8Mreported assets (EOY)
Sponsor: Bank Five NineEIN: 39-0148000Plan: 002Participants: 403Assets: $31,797,667Net assets: $31.8MAssets / participant: $78.9KLocation: Oconomowoc, WILatest: 2023
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planSentry Equipment Corp. 401(K) PlanFinancial statementProvider compensation2023 filing
$28.2Mreported assets (EOY)
Sponsor: Sentry Equipment Corp.EIN: 39-0343280Plan: 003Participants: 266Assets: $28,236,170Net assets: $28.2MAssets / participant: $106.2KLocation: Oconomowoc, 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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