US RETIREMENT PLAN PORTFOLLIO ADV

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

243

Total plan assets

$18.5M

Filings (rows)

Direct comp

$37K

Indirect comp

$44

SERVICES PROVIDED

Advisor / Consultant2

Top plans served

All 2 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
BLACKHAWK BANK BLACKHAWK BANK RETIREMENT PLAN	BELOIT, WI	Advisor / Consultant INVESTMENT ADVISORY	243	$18.5M	$18K
FIRST MID BANCSHARES, INC. BLACKHAWK BANK RETIREMENT PLAN	BELOIT, WI	Advisor / Consultant INVESTMENT ADVISORY	0	$0	$19K