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Filters:Has financial statement EIN 410956552 Clear all

Companies

companyWilson-Mcshane Corporation
$67.1Mreported plan assets
EIN: 41-0956552Location: MNPlans: 2Participants: 769Latest: 2023
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Plans

planWilson-Mcshane Corporation Retirement Income PlanFinancial statementProvider compensation2023 filing
$60Mreported assets (EOY)
Sponsor: Wilson-Mcshane CorporationEIN: 41-0956552Plan: 001Participants: 555Assets: $60,028,149Net assets: $60MAssets / participant: $108.2KLocation: Bloomington, MNLatest: 2023
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planWilson-Mcshane Corporation Employee Stock Ownership PlanFinancial statement2023 filing
$7.1Mreported assets (EOY)
Sponsor: Wilson-Mcshane CorporationEIN: 41-0956552Plan: 002Participants: 214Assets: $7,080,627Net assets: $1.8MAssets / participant: $33.1KLocation: Bloomington, MNLatest: 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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Filings

filing2023 Form 5500 — Wilson-Mcshane Corporation Retirement Income Plan
Sponsor: Wilson-Mcshane CorporationEIN: 41-0956552Plan: 001Ack ID: 20241008100514NAL0016430785001
filing2023 Form 5500 — Wilson-Mcshane Corporation Employee Stock Ownership Plan
Sponsor: Wilson-Mcshane CorporationEIN: 41-0956552Plan: 002Ack ID: 20241015090835NAL0048602496001
filing2023 Form 5500 — Wilson-Mcshane Corporation Health And Welfare Plan
Sponsor: Wilson-Mcshane CorporationEIN: 41-0956552Plan: 506Ack ID: 20240712095839NAL0037435394001