Original filing (PDF)20251204074130NAL0001812785001

SOCIETY OF ST. VINCENT DE PAUL OF WAUKESHA COUNTY, INC.

Name: SOCIETY OF ST. VINCENT DE PAUL OF WAUKESHA COUNTY, INC. — ST. VINCENT DE PAUL WAUKESHA RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: SOCIETY OF ST. VINCENT DE PAUL OF WAUKESHA COUNTY, INC.

Form 5500-SF

FILING_RECEIVED

ST. VINCENT DE PAUL WAUKESHA RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

108

Accounts w/ balance

120

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOCIETY OF ST. VINCENT DE PAUL OF WAUKESHA COUNTY, INC..

Plan sponsor

Name

SOCIETY OF ST. VINCENT DE PAUL OF WAUKESHA COUNTY, INC.

EIN

39-0909537

Address

818 WEST SUNSET DR · WAUKESHA, WI · 53189

Phone

(262) 547-3281

Industry

Retail Tradesee all

Plan administrator