Original filing (PDF)20250902145508NAL0014403073001

VICKNEY CPA, S.C.

Name: VICKNEY CPA, S.C. — VICKNEY CPA, S.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: VICKNEY CPA, S.C.

Form 5500-SF

FILING_RECEIVED

VICKNEY CPA, S.C. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$446K

Net assets (EOY)

$446K

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VICKNEY CPA, S.C..

Plan sponsor

Name

VICKNEY CPA, S.C.

EIN

27-1208843all filings

Address

625 W. SUMNER STREET · SUITE 400 · HARTFORD, WI · 53027

Phone

(262) 673-6322

Industry