· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ZIOLKOWSKI PATENT SOLUTIONS GROUP, S.C. — ZIOLKOWSKI PATENT SOLUTIONS GROUP, S.C. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250528105548NAL0012030160001
ZIOLKOWSKI PATENT SOLUTIONS GROUP, S.C.
Form 5500-SF
FILING_RECEIVED
ZIOLKOWSKI PATENT SOLUTIONS GROUP, S.C. 401(K) PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
9
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
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
ZIOLKOWSKI PATENT SOLUTIONS GROUP, S.C.
.
Find decision makers
Plan sponsor
Name
ZIOLKOWSKI PATENT SOLUTIONS GROUP, S.C.
EIN
20-2095830
Address
136 S. WISCONSIN STREET · PORT WASHINGTON, WI · 53074
Phone
(262) 268-8100
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
2025-05-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
MILLER MALONE & TELLEFSON, PS, INC.
MILLER MALONE & TELLEFSON, PS, INC. 401(K) PROFIT SHARING PLAN & TRUST
$3.3M · 3 participants
FRIER & LEVITT, L.L.C.
FRIER & LEVITT, L.L.C. HIGHLY COMPENSATED NON PARTNER ATTORNEYS' 401(K) PROFIT SHARING PLAN
$3.3M · 28 participants
LAW OFFICE OF DAVID BONEMEYER
LAW OFFICE OF DAVID BONEMEYER DEFINED BENEFIT PLAN
$3.3M · 9 participants
HAMMONDLAW, P.C.
HAMMONDLAW, PC 401K PROFIT SHARING PLAN AND TRUST
$3.3M · 3 participants
JOHNSON & JOHNSON LLP
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.
JOHNSON & JOHNSON LLP 401K PROFIT SHARING PLAN
$3.3M · 5 participants
FLOYD, SKEREN, MANUKIAN, LANGEVIN, LLP
FLOYD, SKEREN, MANUKIAN, LANGEVIN, LLP PROFIT SHARING/ROTH 401(K) PLAN
$3.3M · 7 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
