777 E. Wisconsin Ave., 14th Floor, Milwaukee, WI 53202; phone: (414) 765-6587; fax: (414) 765-5830
(No. of participants)
Bundled (inc. in-house asset mgmt.) 114,156
Participants served exclusively 114,156
Bundled services 114,156
Generic employee investment education
Customized employee investment education
Generic employee communications
Customized employee communications
Compliance and reporting
INVESTMENT MANAGEMENT SERVICES
Total defined contribution assets: $1.5 billion
In-house investment management services are provided through:
Internally managed mutual funds
Internally managed commingled funds
Internally managed separate accounts
Firstar Trust Co. provides services to 1,060 sponsors: all for bundled services (including in-house investment management).
It has investment management partnerships with Dodge & Cox, Franklin Templeton, Neuberger & Berman, Strong, Vanguard, Longleaf Partners, Third Avenue, AIM, Brandywine, Harbor, MFS, American Century, T. Rowe Price and Warburg Pincus.
Pamela Eckoldt Drow is client contact.