· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DAVIS & GELSHENEN, LLP — DAVIS & GELSHENEN, LLP EMPLOYEE SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250918160820NAL0001614705001
DAVIS & GELSHENEN, LLP
Form 5500-SF
FILING_RECEIVED
DAVIS & GELSHENEN, LLP EMPLOYEE SAVINGS PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
8
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
DAVIS & GELSHENEN, LLP
.
Find decision makers
Plan sponsor
Name
DAVIS & GELSHENEN, LLP
EIN
01-0695125
Address
735 NORTH WATER STREET, SUITE 1440 · MILWAUKEE, WI · 532024106
Phone
(414) 271-1000
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
RAY B. MARGLOUS, P.C.
RAY B. MARGLOUS, P.C. 401(K) PROFIT SHARING PLAN
$4.1M · 7 participants
LUPER NEIDENTHAL AND LOGAN, LPA
LUPER NEIDENTHAL AND LOGAN, LPA SAVINGS PLAN
$4.1M · 19 participants
ANDREW, BRANSKY & POOLE, P.A.
ANDREW, BRANSKY & POOLE, P.A. 401(K) PROFIT SHARING PLAN
$4.1M · 9 participants
THE BRUMAN GROUP, PLLC
THE BRUMAN GROUP, PLLC 401(K) PROFIT SHARING PLAN
$4.1M · 13 participants
WILHELM & ROEMERSMA, P.C.
WILHELM & ROEMERSMA, P.C. PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.1M · 12 participants
WINNER & ASSOCIATES, APC
WINNER & ASSOCIATES RETIREMENT PLAN
$4.1M · 2 participants
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B
