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Original filing (PDF)20250314154049NAL0011939843001
WINGRA SCHOOL, INC.
Form 5500-SF
FILING_RECEIVED
WINGRA SCHOOL, INC. 401(K) P/S PLAN
401(k) retirement plan
Active participants
44
Accounts w/ balance
21
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Knocking points off
- Only 48% as many balances as active participants — suggests many active employees aren't deferring.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WINGRA SCHOOL, INC..
Plan sponsor
Name
WINGRA SCHOOL, INC.
EIN
23-7206931
Address
718 GILMORE STREET · MADISON, WI · 537111995
Phone
(608) 238-2525
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-03-14
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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