Original filing (PDF)20250225052051NAL0010121745001

WISCONSIN POLICY FORUM, INC.

Name: WISCONSIN POLICY FORUM, INC. — WISCONSIN POLICY FORUM, INC. 401(K) PLAN, Form 5500 (2024)
Creator: WISCONSIN POLICY FORUM, INC.

Form 5500-SF

FILING_RECEIVED

WISCONSIN POLICY FORUM, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 WISCONSIN POLICY FORUM, INC..

Plan sponsor

Name

WISCONSIN POLICY FORUM, INC.

EIN

39-0806182

Address

633 W WISCONSIN AVE SUITE 406 · MILWAUKEE, WI · 53203

Phone

(414) 276-8240

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

2025-02-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

ASSOCIATED BUILDERS & CONTRACTORS NEVADA CHAPTER

ABC NEVADA CHAPTER BENEFIT TRUST FUND WELFARE BENEFIT PLAN

$1.3M · 2,298 participants

DEVELOPMENTAL EVALUATION AND ADJUSTMENT FACILITIES, INC.

DEAF, INC. RETIREMENT PLAN

$1.3M · 24 participants

RICHARD AND NANCY MARRIOTT FAMILY FOUNDATIONS LLC

REMNPM FAMILY FOUNDATIONS 401(K) PLAN

$1.3M · 6 participants

EAST HILL FOUNDATION

EAST HILL FOUNDATION 403B PLAN

$1.3M · 4 participants

THE ABNEY FOUNDATION