How big is Family Services of Southern WI's plan?

Family Services of Southern WI's plan reported $872K in assets and 20 participants for 2024.

Original filing (PDF)20250917131917NAL0001178018001

Family Services of Southern WI

Name: Family Services of Southern WI — Defined Contributio, Form 5500 (2024)
Creator: Family Services of Southern WI
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Defined Contribution Pension Plan for Employees of Family Services of Southern Wisconsin and Northern Illinois, Inc.

Defined-contribution retirement plan · Family Services of Southern WI's Defined Contribution Pension Plan for Employees of Family Services of Southern Wisconsin and Northern Illinois, Inc. held $872K in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$872K

Net assets (EOY)

$872K

People on this filing

Kelsey HOOD-Christenson signed Family Services of Southern WI's 2024 Form 5500 as plan administrator.

Kelsey HOOD-Christenson — 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

Family Services of Southern WI's EIN is 39-0833966.

EIN 39-0833966

Plan number 001

Plan year 2024

ACK ID 20250917131917NAL0001178018001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Family Services of Southern WI from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Family Services of Southern WI's plan includes profit-sharing, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FAMILY SERVICES OF SOUTHERN WI.

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

Plan sponsor

Name

FAMILY SERVICES OF SOUTHERN WI

EIN

all filings

Address

825 LIBERTY AVE SUITE 2 · BELOIT, WI · 53511

Phone

(608) 365-1244

Industry

Health Care & Social Assistance

Plan administrator