Back to filter
Original filing (PDF)20240724155736NAL0020838672001
NOWLAN LAW LLP
Form 5500-SF
FILING_RECEIVED
NOWLAN LAW LLP RETIREMENT PLAN
401(k) retirement plan
Active participants
31
Accounts w/ balance
36
Plan assets (EOY)
$6.0M
Net assets (EOY)
$6.0M
Plan health score (directional)
89
/ 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
100
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 NOWLAN LAW LLP.
Plan sponsor
Name
NOWLAN LAW LLP
EIN
39-0374380
Address
100 SOUTH MAIN STREET · JANESVILLE, WI · 53545
Phone
(608) 755-8100
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
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 Law Offices plans
SUSAN MARTIN, P.C.
MARTIN & BONNETT, P.L.L.C. DEFINED BENEFIT PLAN
$6.0M · 7 participants
SUBIN ASSOCIATES, LLP
SUBIN ASSOCIATES, LLP 401(K) PLAN
$6.0M · 102 participants
WAPNER, NEWMAN, BRECHER & MILLER, P.C.
WAPNER, NEWMAN, BRECHER & MILLER, P.C. 401(K) PROFIT SHARING PLAN
$6.0M · 18 participants
OREILLY, RANCILIO, P.C.
O'REILLY RANCILIO P.C. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST
$6.0M · 28 participants
PEPPING, BALK, KINCAID & OLSON, LTD.
PEPPING, BALK, KINCAID & OLSON, LTD. RESTATED PENSION PLAN
$6.0M · 11 participants
RICHIE & GUERINGER, P.C.
RICHIE & GUERINGER, P.C. 401(K) PROFIT SHARING PLAN
$6.0M · 7 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