How big is Frank O. Zeise Construction Co.,Inc.'s plan?

Frank O. Zeise Construction Co.,Inc.'s plan reported $3.3M in assets and 4 participants for 2024.

Original filing (PDF)20251016095434NAL0008329136001

Frank O. Zeise Construction Co.,Inc.

Name: Frank O. Zeise Construction Co.,Inc. — Zeise 401(k), Form 5500 (2024)
Creator: Frank O. Zeise Construction Co.,Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Zeise 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Frank O. Zeise Construction Co.,Inc.'s Zeise 401(k) Profit Sharing Plan and Trust held $3.3M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan identifiers

Frank O. Zeise Construction Co.,Inc.'s EIN is 39-0760960.

EIN 39-0760960

Plan number 001

Plan year 2024

ACK ID 20251016095434NAL0008329136001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Frank O. Zeise Construction Co.,Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Frank O. Zeise Construction Co.,Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), life insurance.

Decision-maker contacts

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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.
High average account balance (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

FRANK O. ZEISE CONSTRUCTION CO.,INC

EIN

all filings

Address

107 W MAIN ST · LITTLE CHUTE, WI · 54140

Phone

(920) 437-5426

Industry

Construction

Plan administrator