How big is The Town Club's plan?

The Town Club's plan reported $158K in assets and 11 participants for 2024.

Original filing (PDF)20251008092420NAL0009458720001

The Town Club

Name: The Town Club — The Town Club 401(k) Plan, Form 5500 (2024)
Creator: The Town Club
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Town Club 401(k) Plan

401(k) retirement plan · The Town Club's The Town Club 401(k) Plan held $158K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$158K

Net assets (EOY)

$158K

People on this filing

Kelly Berens signed The Town Club's 2024 Form 5500 as plan administrator.

Kelly Berens — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Town Club's EIN is 39-0662000.

EIN 39-0662000

Plan number 001

Plan year 2024

ACK ID 20251008092420NAL0009458720001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Town Club from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Town Club's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE TOWN CLUB.

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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.

Plan sponsor

Name

THE TOWN CLUB

EIN

all filings

Address

7950 N. SANTA MONICA AVE · MILWAUKEE, WI · 532173262

Phone

(414) 352-6800

Industry

Arts, Entertainment, Recreation

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

2025-10-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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