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KOSTNER, KOSLO & BROVOLD, LLC — KOSTNER, KOSLO & BROVOLD MONEY PURCHASE PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250714111633NAL0002482834001
KOSTNER, KOSLO & BROVOLD, LLC
Form 5500-SF
FILING_RECEIVED
KOSTNER, KOSLO & BROVOLD MONEY PURCHASE PLAN
Defined-contribution retirement plan
Active participants
10
Accounts w/ balance
13
Plan assets (EOY)
$6.2M
Net assets (EOY)
$6.2M
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
KOSTNER, KOSLO & BROVOLD, LLC
.
Find decision makers
Plan sponsor
Name
KOSTNER, KOSLO & BROVOLD, LLC
EIN
20-1290320
Address
108 W MAIN ST · ARCADIA, WI · 546121326
Phone
(608) 323-3351
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-14
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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