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

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Blackhawk Bank Blackhawk Bank Retirement Plan · all filings	BELOIT, WI	Advisor / Consultant	243	$18.5M	$18K	$21
First Mid Bancshares, Inc. Blackhawk Bank Retirement Plan · all filings	BELOIT, WI	Advisor / Consultant	0	$0	$19K	$23