Original filing (PDF)20251012155752NAL0000544513001

WISCONSIN SERVICES & MANAGEMENT COMPANY

Name: WISCONSIN SERVICES & MANAGEMENT COMPANY — WISCONSIN SERVICES & MANAGEMENT COMPANY AND AFFILIATES 401(K) PLAN, Form 5500 (2024)
Creator: WISCONSIN SERVICES & MANAGEMENT COMPANY

Form 5500-SF

FILING_RECEIVED

WISCONSIN SERVICES & MANAGEMENT COMPANY AND AFFILIATES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WISCONSIN SERVICES & MANAGEMENT COMPANY.

Plan sponsor

Name

WISCONSIN SERVICES & MANAGEMENT COMPANY

EIN

20-0558272

Address

401 NORTH CARROLL STREET · MADISON, WI · 53703

Phone

(608) 257-0681

Industry

Real Estatesee 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

2025-10-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3H · Sponsor in controlled / affiliated group

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

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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