· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SECUREFUTURES FOUNDATION, INC. — SECUREFUTURES 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250411154254NAL0012750915001
SECUREFUTURES FOUNDATION, INC.
Form 5500-SF
FILING_RECEIVED
SECUREFUTURES 401(K) PLAN
401(k) retirement plan
Active participants
15
Accounts w/ balance
18
Plan assets (EOY)
$502K
Net assets (EOY)
$502K
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
SECUREFUTURES FOUNDATION, INC.
.
Find decision makers
Plan sponsor
Name
SECUREFUTURES FOUNDATION, INC.
EIN
20-5203533
Address
710 N. PLANKINTON AVE., STE. 1400 · MILWAUKEE, WI · 53203
Phone
(414) 273-8101
Industry
Educational Services
see all
Plan administrator
Name
ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
EIN
42-1484983
City
KNOXVILLE, TN
Phone
(865) 670-1844
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-11
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Educational Services plans
ACCUTRAIN CORPORATION
ACCUTRAIN CORP
$503K · 34 participants
JS CLARK LEADERSHIP ACADEMY
JS CLARK LEADERSHIP ACADEMY
$502K · 47 participants
BE A CHAMPION, INC.
BE A CHAMPION, INC. 401(K) PLAN
$503K · 29 participants
INTERNATIONAL EDUCATION SERVIC
INTERNATIONAL EDUCATION SERVIC 401(K) PROFIT SHARING PLAN & TRUST
$502K · 12 participants
ERUDITIO, LLC
ERUDITIO, LLC 401(K) PROFIT SHARING PLAN
$503K · 12 participants
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
A.S.I CAREER INSTITUTE, LLC
A S I CAREER INSTITUTE LLC 401K PROFIT SHARING PLAN AND TRUST
$502K · 2 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
