Original filing (PDF)20240722162034NAL0022278050001

NEUENSCHWANDER ASSET MANAGEMENT, LLC

Name: NEUENSCHWANDER ASSET MANAGEMENT, LLC — NEUENSCHWANDER ASSET MANAGEMENT, LLC 401(K)/PS PLAN, Form 5500 (2023)
Creator: NEUENSCHWANDER ASSET MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

NEUENSCHWANDER ASSET MANAGEMENT, LLC 401(K)/PS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$753K

Net assets (EOY)

$753K

Plan health score

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEUENSCHWANDER ASSET MANAGEMENT, LLC.

Plan sponsor

Name

NEUENSCHWANDER ASSET MANAGEMENT, LLC

EIN

20-1983803all filings

Address

4893 LARSON BEACH RD · MCFARLAND, WI · 535588735

Phone

(608) 838-3330

Industry

Finance & Insurancesee all

Plan administrator