Original filing (PDF)20230109215718NAL0011016097001

WACHHOLZ INVESTMENTS AND INSURANCE, LLC

Name: WACHHOLZ INVESTMENTS AND INSURANCE, LLC — WACHHOLZ INVESTMENTS AND INSURANCE, LLC PENSION PLAN, Form 5500 (2022)
Creator: WACHHOLZ INVESTMENTS AND INSURANCE, LLC

Form 5500-SF

FILING_RECEIVED

WACHHOLZ INVESTMENTS AND INSURANCE, LLC PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

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 WACHHOLZ INVESTMENTS AND INSURANCE, LLC.

Plan sponsor

Name

WACHHOLZ INVESTMENTS AND INSURANCE, LLC

EIN

20-2452064all filings

Address

227501 RIB MT DRIVE · WAUSAU, WI · 54401

Phone

(715) 846-3996

Industry

Finance & Insurancesee all

Plan administrator