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
6
Active participants
241,979
Total plan assets
$27.8B
Filings (rows)
6
Direct comp
$149K
Indirect comp
$0
SERVICES PROVIDED
Other4
Advisor / Consultant2
Top plans served
All 6 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| ADVOCATE AURORA HEALTH, INC ADVOCATE AURORA HEALTH 401(K) PLAN | MILWAUKEE, WI | Other NONE | 83,445 | $10.5B | $45K |
| ADVOCATE AURORA HEALTH, INC ADVOCATE AURORA HEALTH 401(K) PLAN | MILWAUKEE, WI | Other NONE | 80,015 | $9.1B | $38K |
| ADVOCATE AURORA HEALTH, INC ADVOCATE AURORA HEALTH 401(K) PLAN | DOWNERS GROVE, IL | Other NONE | 76,956 | $7.5B | $38K |
| MICHAEL BEST AND FRIEDRICH, LLP MICHAEL BEST 401K PLAN | MILWAUKEE, WI | Advisor / Consultant ADVISOR | 729 | $321.2M | $16K |
| MICHAEL BEST AND FRIEDRICH, LLP MICHAEL BEST 401K PLAN | MILWAUKEE, WI | Advisor / Consultant ADVISOR | 691 | $281.6M | $5K |
| CRAMER-KRASSELT CO. THE CRAMER-KRASSELT PROFIT SHARING/401(K) PLAN | CHICAGO, IL | Other NONE | 143 | $88.8M | $6K |