Original filing (PDF)20250422222803NAL0008595344024

TADYCH FINANCIAL SERVICES LLC

Name: TADYCH FINANCIAL SERVICES LLC — TADYCH FINANCIAL SERVICES LLC 401(K) PLAN, Form 5500 (2024)
Creator: TADYCH FINANCIAL SERVICES LLC

Form 5500-SF

FILING_RECEIVED

TADYCH FINANCIAL SERVICES LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$92K

Net assets (EOY)

$92K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TADYCH FINANCIAL SERVICES LLC.

Plan sponsor

Name

TADYCH FINANCIAL SERVICES LLC

EIN

26-1589699all filings

Address

3662 S HOWELL AVE · MILWAUKEE, WI · 53207

Phone

(414) 744-6614

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

J FOX AGENCY LLC

J FOX AGENCY LLC 401K PROFIT SHARING PLAN

$92K · 15 participants

JAMES T SMITH AGENCY INC

JAMES T SMITH AGENCY INC 401K PLAN

$92K · 5 participants

CORNERSTONE HR & MANAGEMENT CONSULTING

CORNERSTONE HR 401(K) PLAN

$92K · 2 participants

RELIA INSURANCE GROUP, INC.

RELIA INSURANCE GROUP 401(K) PLAN

$92K · 4 participants

LEE A. MEZRAH INC

LEE A. MEZRAH INC 401(K) PLAN

$92K · 5 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.