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Showing 1 - 10 of 10 results
JACSTEN HOLDINGS, LLC
JACSTEN HOLDINGS, LLC
Shorewood, Wisconsin
1-10 employees
Our group currently owns 5 companies in the Upper Midwest and is looking to invest in 3 to 6 companies in the next 1 to 2 years. We seek proprietary investment opportunities through operating partners with a proven track record of performance, in-depth industry experience, shared values and a desire to participate in ownership. Our role would be to enter transaction as an equity sponsor and provide operational and board-level advisory services. The operating partner’s interests are aligned through co-investment and a performance based compensation program. An operating partner often assumes the position vacated by the exiting owner(s). This relationship allows our operating partners to participate in larger transactions, minimize risk of over-leverage and gain access to growth capital. Our investment philosophy is primarily a buy-and-hold strategy, which affords our operating partners the flexibility to execute a long-term growth strategy. Focus industry sectors include manufacturing, metal finishing and powder coating, film extrusion, flexible packaging, fabrication, chemical manufacturing, value-added distribution and transportation. We prefer companies that generate EBITDA between $1.0 and $5.0MM. Companies should have a minimum operating history of three to five years. Our primary target area is the Upper Midwest; however, we may consider opportunities in other regions of the United States.
Retirement Benefits Rank
Below Market
WISCONSIN HEALTH FUND
WISCONSIN HEALTH FUND
Milwaukee, Wisconsin
1-10 employees
Wisconsin Health News is an independent, nonpartisan, online news service. Our daily email newsletter features a round up of the day’s most pressing health care news stories, as well as original content you can’t find anywhere else. Wisconsin Health News readers include CEOs and executives from every hospital in the state, CEOs and executives from the state’s largest health plans, state and federal lawmakers, lobbyists, long term care leaders, lawyers, advocates, journalists, and more.
Retirement Benefits Rank
Market Competitive
DWAYNE JOHNSON & ASSOCIATES, S.C.
DWAYNE JOHNSON & ASSOCIATES, S.C.
Waukesha, Wisconsin
11-50 employees
Take an alternate route to a familiar destination, and you could make some surprising finds; perhaps even change your perception of the landscape around you. While the view looking back reminds you of where you are, what’s ahead presents new opportunities for planning and changes in direction. At DJA, we travel that alternate path with the clients we serve. Our accountants don’t just resurface at tax time, and we don’t only prepare your returns. We get on the ground with you in the office, yard or on the factory floor to get to know how you work, truly understand where you hope to go and, as always, help with directions. We offer our clients a way of doing business that allows the opportunity to see your business from all angles while offering a fresh perspective and exciting possibilities.
Retirement Benefits Rank
Below Market
ASTAR CAPITAL MANAGEMENT, INC.
ASTAR CAPITAL MANAGEMENT, INC.
West Allis, Wisconsin
51-200 employees
Cardinal Capital Management, Inc. is a full-service multi-family development company based in Wisconsin. Serving all economic levels, we are expanding our footprint through new construction, acquisition, rehabilitation, and partnership opportunities. We stay committed and involved with our investments, ensuring that management, maintenance, and improvements continue at the highest standard.
Retirement Benefits Rank
Below Market
REICHE CONSTRUCTION INC
REICHE CONSTRUCTION INC
Wauconda, Illinois
1-10 employees
Reiche construction is a construction company based out of United States.
Retirement Benefits Rank
Top Benefits
CAPITAL FIRST TRUST COMPANY, INC.
CAPITAL FIRST TRUST COMPANY, INC.
Milwaukee, Wisconsin
11-50 employees
Capital First Trust Company is an independent South Dakota chartered trust company. We serve as trustee and trust administrator for Settlement Trusts and Advisor Directed Trusts. Capital First administers over 1,450 trusts, including over 250 Special Needs Trusts, throughout the country. Our mission is to provide our beneficiaries with exceptional trust administration and customer service. The hallmark of Capital First's approach to superior customer service is the assignment of a dedicated Trust Officer to each beneficiary. Each beneficiary develops a personal relationship with their Trust Officer and as a result the Trust Officer can better serve that client in a more personalized fashion.
Retirement Benefits Rank
Below Market
KANDU INDUSTRIES, INC.
KANDU INDUSTRIES, INC.
Milton, Wisconsin
51-200 employees
KANDU Industries is committed to providing efficient solutions to your packaging and production needs, allowing you to maximize profits by outsourcing time-consuming and tedious processes to our experienced workforce. Our nimble, responsible, & enthusiastic team will not only flex to your specific needs, but also to your timeline. You can turn to us for year-round projects or during seasonal peaks to avoid the stress of hiring and training temporary workers. With diverse capabilities ranging from packaging and labeling to storage and shipping, KANDU's southern-Wisconsin-based services are relied upon by both independently owned local businesses and Fortune 100 companies. Our USDA-approved manufacturing facility and large warehouses accommodate jobs of any size and our staff can manage your inventory, procurement, packaging & shipping while you focus on the core capabilities of your business. With more than 60 years of experience, we promise our customers efficient processes, a well-trained workforce and competitive prices. When you partner with KANDU for packaging and production solutions, you will not only save time and money but also contribute to providing onsite training, vocational services, and long-term employment to KANDU “clients” (adults with developmental disabilities). When you choose KANDU for your production needs, you know you are empowering more than 200 individuals to pursue greater independence and explore their limitless potential. All profits from KANDU’s production services go back to fund the critical programs supporting adults with disabilities in our community. By providing a range of fulfilling and enriching opportunities, we offer our clients the chance to earn a living, make friends, and thrive among their peers. At KANDU, people with disabilities find purpose, families find hope, and businesses find a trusted partner. Contact us today to find out more about how we can support your business and personal goals: (608) 755-4123.
Retirement Benefits Rank
Market Laggard
WISCONSIN INSURANCE PLAN
WISCONSIN INSURANCE PLAN
South Milwaukee, Wisconsin
1-10 employees
Governing Committee Board Member for the Wisconsin Insurance Plan Vice chairperson 2016-2018 Chairperson 2019-2021
Retirement Benefits Rank
Top Benefits
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HADER INDUSTRIES, INC. EMPLOYEE BENEFIT TRUST
HADER INDUSTRIES, INC. EMPLOYEE BENEFIT TRUST
New Berlin, Wisconsin
201-500 employees
The City of New Berlin is a government body serving a community of over 40,000 residents in the greater Milwaukee Area. The staff at New Berlin are dedicated to serving our community in an efficient and effective manner, keeping tax rates low while providing all essential services expected by our residents. The City of New Berlin is made of 15 departments, working together to accomplish goals to continue to improve how government functions.
Retirement Benefits Rank
Market Laggard
INSIGHT FINANCIAL PARTNERS, LLC
INSIGHT FINANCIAL PARTNERS, LLC
Crystal Lake, Illinois
1-10 employees
We're Insight Financial Partners, an advisory firm specializing in the fiduciary support services of employer sponsored retirement plans. We collaborate with employer plan sponsors in an independent and objective manner, passionately dedicated to working Americans who we fundamentally believe deserve to achieve financial independence and retire on their own terms with dignity. As a fiduciary, we optimize 401(k), 403(b), 401(a) & 457 plan health and participant outcomes. As a Registered Investment Advisor, Insight Financial Partners has joined forces with Global Retirement Partners and LPL Financial to lead the way to retirement readiness for a generation of employees within the organizations that we have the privilege of partnering with. As an employer sponsored retirement plan focused practice, our success comes from your plan's success. With dedication, cutting edge tools and high-impact education, combined with a commitment to impeccable service, we will help you set a clear direction toward your plan participant's successful retirement plan outcomes. Insight Financial Partners is a National Association of Plan Advisors (NAPA) & National Tax-Deferred Savings Association (NTSA) Firm Member. Insight Financial Partners has been recognized as a Top Defined Contribution Plan Advisory Firm by NAPA in 2018, 2019, 2020 & 2021. CEFEX, the Centre for Fiduciary Excellence, has certified Insight Financial Partners to the Fiduciary 360 (fi360) standard, "Prudent Practices for Investment Advisors"​. The independent CEFEX assessment is based on the international standard, ISO 19011: Guideline for quality and/or environmental system auditing and is adjusted to align with the needs of the investment industry. Insight Financial Partners is certified as an Investment Advisor Representative to employer sponsored qualified retirement plans. The standard is substantiated by legislation, case law and regulatory opinion letters from the ERISA, UPIA, UPMIFA, and MPERS.
Retirement Benefits Rank
Market Competitive