Original filing (PDF)20250414120125NAL0000737155001

WISCONSIN TRANSPORTATION BUILDERS ASSOCIATION

Name: WISCONSIN TRANSPORTATION BUILDERS ASSOCIATION — WISCONSIN TRANSPORTATION BUILDERS ASSOCIATION RETIREMENT SAVINGS PLAN, Form 5500 (2023)
Creator: WISCONSIN TRANSPORTATION BUILDERS ASSOCIATION

Form 5500-SF

FILING_RECEIVED

WISCONSIN TRANSPORTATION BUILDERS ASSOCIATION RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 WISCONSIN TRANSPORTATION BUILDERS ASSOCIATION.

Plan sponsor

Name

WISCONSIN TRANSPORTATION BUILDERS ASSOCIATION

EIN

39-0138120

Address

1 E. MAIN STREET · SUITE 300 · MADISON, WI · 53703

Phone

(608) 256-6891

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-12-01

Tax period

2024-11-30

Filed

2025-04-14

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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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