Original filing (PDF)20250717153205NAL0000798480004

KLEIN-DICKERT MILWAUKEE, INC.

Name: KLEIN-DICKERT MILWAUKEE, INC. — KLEIN-DICKERT MILWAUKEE, INC. RETIREMENT READINESS PLAN, Form 5500 (2024)
Creator: KLEIN-DICKERT MILWAUKEE, INC.

Form 5500-SF

FILING_RECEIVED

KLEIN-DICKERT MILWAUKEE, INC. RETIREMENT READINESS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.6M

Net assets (EOY)

$8.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KLEIN-DICKERT MILWAUKEE, INC..

Plan sponsor

Name

KLEIN-DICKERT MILWAUKEE, INC.

EIN

36-2707870

Address

P. O. BOX 259410 · MADISON, WI · 53725

Phone

(608) 258-3315

Industry

Constructionsee 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

2025-07-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

TRI DAL, LLC

TRI DAL, LLC 401(K) PROFIT SHARING PLAN

$8.6M · 235 participants

MACK FIRE PROTECTION, LLC

MACK FIRE PROTECTION, LLC 401(K) PROFIT SHARING PLAN

$8.7M · 91 participants

CHAMPION PAINTING SPECIALTY SERVICES CORP.

CHAMPION PAINTING SPECIALTY SERVICES CORP. 401K PROFIT SHARING PLAN

$8.6M · 272 participants

GROUP PMX LLC

GROUP PMX RETIREMENT PLAN

$8.7M · 76 participants

HALLIDAY PRODUCTS, INC.

HALLIDAY PRODUCTS, INC. 401(K) PROFIT SHARING PLAN