Original filing (PDF)20250930141950NAL0013357200001

HALE SKEMP HANSON & SKEMP

Name: HALE SKEMP HANSON & SKEMP — HALE, SKEMP, HANSON, SKEMP & SLEIK, PROFIT SHARING PLAN, Form 5500 (2024)
Creator: HALE SKEMP HANSON & SKEMP

Form 5500-SF

FILING_RECEIVED

HALE, SKEMP, HANSON, SKEMP & SLEIK, PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$14.4M

Net assets (EOY)

$14.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HALE SKEMP HANSON & SKEMP.

Plan sponsor

Name

HALE SKEMP HANSON & SKEMP

EIN

39-0797537

Address

505 KING STREET,STE 300 · P O BOX 1927 · LA CROSSE, WI · 546021927

Phone

(608) 498-4651

Industry

Law Offices· Professional & Technical Servicessee all

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

2025-09-30

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

Small plans don't disclose service providers

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