Original filing (PDF)20250731062330NAL0012355906001

VANDEWALLE & ASSOCIATES

Name: VANDEWALLE & ASSOCIATES — VANDEWALLE & ASSOCIATES RETIREMENT PLAN, Form 5500 (2024)
Creator: VANDEWALLE & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

VANDEWALLE & ASSOCIATES RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VANDEWALLE & ASSOCIATES.

Plan sponsor

Name

VANDEWALLE & ASSOCIATES

EIN

20-8264210

Address

120 EAST LAKESIDE STREET · MADISON, WI · 53715

Phone

(608) 255-3988

Industry

Professional & Technical Servicessee 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

2025-07-31

Pension benefit codes

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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