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Original filing (PDF)20250930130528NAL0005503731001
SOCIETY'S ASSETS, INC.
Form 5500-SF
FILING_RECEIVED
SOCIETY'S ASSETS, INC.
401(k) retirement plan
Active participants
10
Accounts w/ balance
5
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
Plan health score (directional)
86
/ 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
80
Knocking points off
- 50% balance-to-active ratio — below typical for a healthy 401(k).
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 SOCIETY'S ASSETS, INC..
Plan sponsor
Name
SOCIETY'S ASSETS, INC.
EIN
23-7417643
Address
5200 WASHINGTON AVE STE 225 · RACINE, WI · 534064238
Phone
(262) 637-9128
Industry
Health Care & Social Assistancesee 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
2025-09-30
Pension benefit codes
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
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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