Original filing (PDF)20250811115936NAL0020660962001

PASTERNAK & ZIRGIBEL, S.C.

Name: PASTERNAK & ZIRGIBEL, S.C. — PASTERNAK & ZIRGIBEL, S.C. 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: PASTERNAK & ZIRGIBEL, S.C.

Form 5500-SF

FILING_RECEIVED

PASTERNAK & ZIRGIBEL, S.C. 401(K) SAVINGS PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PASTERNAK & ZIRGIBEL, S.C..

Plan sponsor

Name

PASTERNAK & ZIRGIBEL, S.C.

EIN

03-0409398

Address

17035 W. WISCONSIN AVE. SUITE 115 · BROOKFIELD, WI · 53005

Phone

(262) 785-0802

Industry

Law Offices· Professional & Technical Servicessee 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

2025-08-11

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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