Annex Advisory Services

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

241,979

Total plan assets

$27.8B

Filings (rows)

Direct comp

$149K

Indirect comp

SERVICES PROVIDED

Other service providers4

Advisor / Consultant2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Advocate Aurora Health, Inc. Advocate Aurora Health 401(k) Plan · all filings	MILWAUKEE, WI	Other service providers	83,445	$10.5B	$45K	$0
Advocate Aurora Health, Inc. Advocate Aurora Health 401(k) Plan · all filings	MILWAUKEE, WI	Other service providers	80,015	$9.1B	$38K	$0
Advocate Aurora Health, Inc. Advocate Aurora Health 401(k) Plan · all filings	DOWNERS GROVE, IL	Other service providers	76,956	$7.5B	$38K	$0
Michael Best and Friedrich, LLP Michael Best 401(k) Plan · all filings	MILWAUKEE, WI	Advisor / Consultant	729	$321.2M	$16K	$0
Michael Best and Friedrich, LLP Michael Best 401(k) Plan · all filings	MILWAUKEE, WI	Advisor / Consultant	691	$281.6M	$5K	$0
Cramer-Krasselt Co. The Cramer-Krasselt Profit Sharing/401(k) Plan · all filings	CHICAGO, IL	Other service providers	143	$88.8M	$6K	$0