Back to filter
Original filing (PDF)20250822085407NAL0008768080001
GREATER MILWAUKEE COMMITTE FOR COMMUNITY DEVELOPMENT
Form 5500-SF
FILING_RECEIVED
GREATER MILWAUKEE COMMITTEE FOR COMMUNITY DEVELOPMENT, INC. 403(B)(7)PLAN
403(b) retirement plan
Active participants
6
Accounts w/ balance
10
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
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 GREATER MILWAUKEE COMMITTE FOR COMMUNITY DEVELOPMENT.
Plan sponsor
Name
GREATER MILWAUKEE COMMITTE FOR COMMUNITY DEVELOPMENT
EIN
39-0749512
Address
247 W FRESHWATER WAY SUITE 400 · MILWAUKEE, WI · 532044117
Phone
(414) 905-0102
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-22
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
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 Other Services (ex. Public Admin) plans
PHILADELPHIAN OWNERS' ASSOCIATION
PHILADELPHIAN UNION EMPLOYEES 401(K) PLAN
$1.1M · 44 participants
EUGENE MISSION INC.
EUGENE MISSION INC 403(B) RETIREMENT PLAN
$1.1M · 32 participants
HOUSTON AREA URBAN LEAGUE, INC
403(B) THRIFT PLAN FOR EMPLOYEES OF HOUSTON AREA URBAN LEAGUE, INC.
$1.1M · 33 participants
HELP HOSPITALIZED VETERANS, INC.
HELP HOSPITALIZED VETERANS, INC. DEFINED BENEFIT PENSION PLAN
$1.1M
OTTUMWA REGIONAL LEGACY FOUNDATION, INC.
OTTUMWA REGIONAL LEGACY FOUNDATION 403(B) PLAN
$1.1M · 7 participants
CITIZENS FOR RESPONSIBLE ENERGY SOLUTIONS
CITIZENS FOR RSPSBLE ENERGY SOLUTIONS 401K
$1.1M · 17 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
