ELLENBECKER INVESTMENT
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
20,689
Total plan assets
$7.0B
Filings (rows)
6
Direct comp
$139K
Indirect comp
$0
Aggregating 2 name variants under "ELLENBECKER INVESTMENT"
SERVICES PROVIDED
Advisor / Consultant3
Broker3
Top plans served
All 6 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| THE MEDICAL COLLEGE OF WISCONSIN, INC. THE MEDICAL COLLEGE OF WISCONSIN, INC. RETIREMENT PLAN | MILWAUKEE, WI | Broker SECURITIES BROKER | 6,844 | $2.6B | $19K |
| THE MEDICAL COLLEGE OF WISCONSIN, INC. THE MEDICAL COLLEGE OF WISCONSIN, INC. RETIREMENT PLAN | MILWAUKEE, WI | Broker SECURITIES BROKER | 6,796 | $2.3B | $23K |
| THE MEDICAL COLLEGE OF WISCONSIN, INC. THE MEDICAL COLLEGE OF WISCONSIN, INC. RETIREMENT PLAN | MILWAUKEE, WI | Broker SECURITIES BROKER | 6,591 | $2.0B | $14K |
| TITUS TALENT STRATEGIES, LLC TITUS TALENT STRATEGIES, LLC 401(K) PLAN | MILWAUKEE, WI | Advisor / Consultant ADVISOR | 132 | $6.4M | $39K |
| TITUS TALENT STRATEGIES, LLC TITUS TALENT STRATEGIES, LLC 401(K) PLAN | MILWAUKEE, WI | Advisor / Consultant ADVISOR | 150 | $4.7M | $26K |
| TITUS TALENT STRATEGIES, LLC TITUS TALENT STRATEGIES, LLC 401(K) PLAN | MILWAUKEE, WI | Advisor / Consultant ADVISOR | 176 | $2.9M | $18K |