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

Form 5500-SF

FILING_RECEIVED

WHO'S ON YOUR CASE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$172K

Net assets (EOY)

$172K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WHO'S ON YOUR CASE.

Plan sponsor

Name

WHO'S ON YOUR CASE

EIN

27-3743479

Address

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

Phone

(262) 505-5824

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-10-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

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 providers

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