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Original filing (PDF)20251014140336NAL0001508227001
GUSTAVE A LARSON COMPANY
Form 5500
FILING_RECEIVED
GUSTAVE A LARSON HEALTH
Health & welfare plan
Signals · 3
No auditor on fileNo recordkeeper disclosed6 service providers
Active participants
331
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
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 GUSTAVE A LARSON COMPANY.
Plan sponsor
Name
GUSTAVE A LARSON COMPANY
EIN
39-0421570
Address
W233N2869 ROUNDY CIR W · PEWAUKEE, WI · 530726285
Phone
(226) 542-0200
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
503
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE PLEXUS GROUP | — | DEER PARK, IL | BROKER | $74K | — |
Other
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LUCENT HEALTH SOLUTIONS LLC | 39-1997579 | — | CLAIMS ADMIN | $127K | — |
| NARUS HEALTH INC | 47-1929604 | — | NARUS FEE | $59K | — |
| MULTIPLAN | 13-3068979 | — | PPO ACCESS | $55K | — |
| CIGNA HEALTH AND LIFE INSURANCE CO | 82-4991898 | — | PPO ACCESS | $10K | — |
| HEALTHSMART PREFERRED | 75-2727437 | — | PPO ACCESS | $1K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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