Back to filter
Original filing (PDF)20250214080705NAL0012737859001
LEIF E. KNUDSEN, CPA, SC
Form 5500-SF
FILING_RECEIVED
LEIF E. KNUDSEN, CPA, SC 401(K) PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
4
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- 67% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEIF E. KNUDSEN, CPA, SC.
Plan sponsor
Name
LEIF E. KNUDSEN, CPA, SC
EIN
27-4633481
Address
884 S JANESVILLE ST · UNIT B · WHITEWATER, WI · 53190
Phone
(262) 472-9157
Industry
CPA Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-02-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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 providersRelated plans
Similar-size CPA Offices plans
TERESA RUH VAIL, AN ACCOUNTANCY CORPORATION
TERESA RUH VAIL, AN ACCOUNTANCY CORPORATION 401(K) PROFIT SHARING PLAN
$1.1M · 6 participants
JOHNSON GOFF, PLLC
JOHNSON GOFF, PLLC 401(K) PLAN
$1.1M · 34 participants
LEAVITT, CHRISTENSEN & CO., PLLC
LEAVITT, CHRISTENSEN & CO., PLLC PROFIT SHARING PLAN
$1.1M · 4 participants
DAVID C. SOBEL, CPA, A.P.C.
DAVID C. SOBEL, CPA, P.C. 401K PLAN AND TRUST
$1.1M · 1 participants
WILLIAM FAIVUS CPA PC
WILLIAM FAIVUS CPA PC 401(K) PLAN
$1.1M · 3 participants
SCOTT & GUILFOYLE CPAS LLP
SCOTT & GUILFOYLE CPAS LLP
$1.1M · 1 participants
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B