How big is WHO'S on Your Case's plan?

WHO'S on Your Case's plan reported $172K in assets and 13 participants for 2024.

Original filing (PDF)20251023112502NAL0002719488001

WHO'S on Your Case

Name: WHO'S on Your Case — WHO'S on Your Case 401(k) Plan, Form 5500 (2024)
Creator: WHO'S on Your Case
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WHO'S on Your Case 401(k) Plan

401(k) retirement plan · WHO'S on Your Case's WHO'S on Your Case 401(k) Plan held $172K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$172K

Net assets (EOY)

$172K

Plan identifiers

WHO'S on Your Case's EIN is 27-3743479.

EIN 27-3743479

Plan number 001

Plan year 2024

ACK ID 20251023112502NAL0002719488001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for WHO'S on Your Case from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

WHO'S on Your Case's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHO'S ON YOUR CASE.

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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 (96th percentile).

Plan sponsor

Name

WHO'S ON YOUR CASE

EIN

all filings

Address

200 N PATRICK BOULEVARD · SUITE 350 · BROOKFIELD, WI · 53045

Phone

(262) 505-5824

Industry

Manufacturing

Plan administrator