Original filing (PDF)20250718120134NAL0000793907001

NICHOLS CREEK ADVISORY SERVICES LLC

Name: NICHOLS CREEK ADVISORY SERVICES LLC — NICHOLS CREEK ADVISORY SERVICES 401(K) PLAN, Form 5500 (2024)
Creator: NICHOLS CREEK ADVISORY SERVICES LLC

Form 5500-SF

FILING_RECEIVED

NICHOLS CREEK ADVISORY SERVICES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$663K

Net assets (EOY)

$663K

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 average account balance (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NICHOLS CREEK ADVISORY SERVICES LLC.

Plan sponsor

Name

NICHOLS CREEK ADVISORY SERVICES LLC

EIN

35-2685261

Address

13150 WATERTOWN PLANK ROAD · SUITE 202 · ELM GROVE, WI · 53122

Phone

(262) 784-8222

Industry

Finance & Insurancesee all

Plan administrator