Original filing (PDF)20250407205033NAL0027962256001

PATIO OF MARSHFIELD INC

Name: PATIO OF MARSHFIELD INC — PATIO OF MARSHFIELD INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: PATIO OF MARSHFIELD INC

Form 5500-SF

FILING_RECEIVED

PATIO OF MARSHFIELD INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score

/ 100

Grade B

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

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PATIO OF MARSHFIELD INC.

Plan sponsor

Name

PATIO OF MARSHFIELD INC

EIN

39-1045553

Address

PO BOX 399 · JOHNSON CREEK, WI · 530380399

Phone

(920) 699-2700

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-07

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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