Original filing (PDF)20250204090818NAL0014378336001

WACHHOLZ INVESTMENTS & INSURANCE LLC

Name: WACHHOLZ INVESTMENTS & INSURANCE LLC — WACHHOLZ INVESTMENTS & INSURANCE, LLC 401(K) PLAN, Form 5500 (2024)
Creator: WACHHOLZ INVESTMENTS & INSURANCE LLC

Form 5500-SF

FILING_RECEIVED

WACHHOLZ INVESTMENTS & INSURANCE, LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Decision-maker contacts

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

Plan sponsor

Name

WACHHOLZ INVESTMENTS & INSURANCE LLC

EIN

20-2452064

Address

151841 FLAME FLOWER RD · WAUSAU, WI · 54401

Phone

(715) 846-3996

Industry

Finance & Insurancesee all

Plan administrator