ANNEX WEALTH
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
28
Active participants
6,732
Total plan assets
$627.0M
Filings (rows)
28
Direct comp
$772K
Indirect comp
$80K
Aggregating 2 name variants under "ANNEX WEALTH"
SERVICES PROVIDED
Other19
Advisor / Consultant9
Top plans served
All 28 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| EPPSTEIN UHEN ARCHITECTS, INC. EPPSTEIN UHEN ARCHITECTS, INC. 401K SAVINGS PLAN | MILWAUKEE, WI | Other NONE | 265 | $50.8M | $52K |
| KAPUR & ASSOCIATES, INC. KAPUR & ASSOCIATES, INC. 401K SAVINGS PLAN | MILWAUKEE, WI | Advisor / Consultant INVESTMENT ADVISOR | 394 | $45.0M | $70K |
| EPPSTEIN UHEN ARCHITECTS, INC. EPPSTEIN UHEN ARCHITECTS, INC. 401K SAVINGS PLAN | MILWAUKEE, WI | Other NONE | 262 | $44.0M | $58K |
| BADER RUTTER & ASSOCIATES, INC. BADER RUTTER RETIREMENT PLAN | MILWAUKEE, WI | Other SERVICE PROVIDER | 209 | $37.0M | $40K |
| EPPSTEIN UHEN ARCHITECTS, INC. EPPSTEIN UHEN ARCHITECTS, INC. 401K SAVINGS PLAN | MILWAUKEE, WI | Other NONE | 252 | $36.7M | $56K |
| KAPUR & ASSOCIATES, INC. KAPUR & ASSOCIATES, INC. 401K SAVINGS PLAN | MILWAUKEE, WI | Advisor / Consultant INVESTMENT ADVISOR | 386 | $36.2M | $58K |
| BADER RUTTER & ASSOCIATES, INC. BADER RUTTER RETIREMENT PLAN | MILWAUKEE, WI | Other SERVICE PROVIDER | 164 | $35.4M | $44K |
| VRAKAS SC VRAKAS SC 401(K) PLAN | BROOKFIELD, WI | Other SERVICE PROVIDER | 93 | $33.7M | $0 |
| BADER RUTTER & ASSOCIATES, INC. BADER RUTTER RETIREMENT PLAN | MILWAUKEE, WI | Other SERVICE PROVIDER | 241 | $31.8M | $41K |
| SUBURBAN ENTERPRISES, INC. SUBURBAN ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | APPLETON, WI | Other NONE | 213 | $26.9M | $32K |
| ELKAY INTERIOR SYSTEMS INTERNATIONAL, INC. ELKAY INTERIOR SYSTEMS INTERNATIONAL, INC. 401(K) PLAN | MILWAUKEE, WI | Advisor / Consultant INVESTMENT ADVISOR | 229 | $24.6M | $24K |
| ELKAY INTERIOR SYSTEMS INTERNATIONAL, INC. ELKAY INTERIOR SYSTEMS INTERNATIONAL, INC. 401(K) PLAN | MILWAUKEE, WI | Advisor / Consultant INVESTMENT ADVISOR | 208 | $23.5M | $23K |
| ELKAY INTERIOR SYSTEMS INTERNATIONAL, INC. ELKAY INTERIOR SYSTEMS INTERNATIONAL, INC. 401(K) PLAN | MILWAUKEE, WI | Advisor / Consultant INVESTMENT ADVISOR | 270 | $22.7M | $15K |
| SUBURBAN ENTERPRISES, INC. SUBURBAN ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | APPLETON, WI | Other NONE | 153 | $21.4M | $18K |
| DEDICATED COMPUTING LLC DEDICATED COMPUTING 401(K) SAVINGS PLAN | WAUKESHA, WI | Other SERVICE PROVIDER | 142 | $19.4M | $31K |
| DEDICATED COMPUTING LLC DEDICATED COMPUTING 401(K) SAVINGS PLAN | WAUKESHA, WI | Other SERVICE PROVIDER | 149 | $19.3M | $35K |
| FCA, LLC FCA, LLC 401(K) SAVINGS PLAN | MOLINE, IL | Other OTHER | 400 | $19.0M | $1K |
| GOOD KARMA BROADCASTING, LLC GOOD KARMA BROADCASTING, LLC EMPLOYEES SAVINGS TRUST | MILWAUKEE, WI | Other INVESTMENT/FINANCIAL ADVI | 475 | $19.0M | $42K |
| DEDICATED COMPUTING LLC DEDICATED COMPUTING 401(K) SAVINGS PLAN | WAUKESHA, WI | Other NONE | 178 | $18.7M | $33K |
| GOOD KARMA BROADCASTING, LLC GOOD KARMA BROADCASTING, LLC EMPLOYEES SAVINGS TRUST | MILWAUKEE, WI | Other INVESTMENT/FINANCIAL ADVI | 443 | $14.4M | $31K |
| GOOD KARMA BROADCASTING, LLC GOOD KARMA BROADCASTING, LLC EMPLOYEES SAVINGS TRUST | MILWAUKEE, WI | Other INVESTMENT/FINANCIAL ADVI | 361 | $11.4M | $27K |
| NABCO ENTRANCES, INC. NABCO ENTRANCES, INC. 401(K) PLAN | MUSKEGO, WI | Advisor / Consultant INVESTMENT ADVISOR | 153 | $9.9M | $22K |
| NABCO ENTRANCES, INC. NABCO ENTRANCES, INC. 401(K) PLAN | MUSKEGO, WI | Advisor / Consultant ADVISOR | 207 | $8.5M | $8K |
| TIMBER CREEK RESOURCE, LLC TIMBER CREEK RESOURCE, LLC 401(K) SAVINGS PLAN | BROOKFIELD, WI | Advisor / Consultant INVESTMENT ADVISOR | 339 | $6.5M | $12K |
| SPEEDY METALS, LLC SPEEDY METALS, LLC PROFIT SHARING 401(K) PLAN AND TRUST | NEW BERLIN, WI | Other OTHER | 145 | $5.7M | -$3K |
| WEYAUWEGA CHEESE, LLC WEYAUWEGA CHEESE, LLC 401(K) PLAN | SUN PRAIRIE, WI | Other SERVICE PROVIDER | 100 | $2.0M | $0 |
| EASTCASTLE PLACE INC. EASTCASTLE PLACE, INC. 401(K) PLAN | MILWAUKEE, WI | Advisor / Consultant INVESTMENT ADVISORY | 214 | $2.0M | $0 |
| WEYAUWEGA CHEESE, LLC WEYAUWEGA CHEESE, LLC 401(K) PLAN | SUN PRAIRIE, WI | Other SERVICE PROVIDER | 87 | $1.6M | $0 |