Original filing (PDF)20250616110903NAL0000461523001

WORZELLA & SONS, INC.

Name: WORZELLA & SONS, INC. — WORZELLA & SONS, INC. EMPLOYEE RETIREMENT PLAN, Form 5500 (2023)
Creator: WORZELLA & SONS, INC.

Form 5500-SF

FILING_RECEIVED

WORZELLA & SONS, INC. EMPLOYEE RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

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 WORZELLA & SONS, INC..

Plan sponsor

Name

WORZELLA & SONS, INC.

EIN

39-1015136

Address

2801 HOOVER AVENUE · PLOVER, WI · 54467

Phone

(715) 344-4098

Industry

Agriculture, Forestry, Fishing, Huntingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-12-01

Tax period

2024-11-30

Filed

2025-06-16

Pension benefit codes

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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