Original filing (PDF)20250725101223NAL0006488369001

BALDWIN WOODVILLE INSURANCE SERVICES, LLC

Name: BALDWIN WOODVILLE INSURANCE SERVICES, LLC — BALDWIN-WOODVILLE INSURANCE SERVICES 401(K) PLAN, Form 5500 (2024)
Creator: BALDWIN WOODVILLE INSURANCE SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

BALDWIN-WOODVILLE INSURANCE SERVICES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$249K

Net assets (EOY)

$249K

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 BALDWIN WOODVILLE INSURANCE SERVICES, LLC.

Plan sponsor

Name

BALDWIN WOODVILLE INSURANCE SERVICES, LLC

EIN

26-2947199all filings

Address

880 MAIN ST · BALDWIN, WI · 54002

Phone

(715) 684-2400

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator