Original filing (PDF)20251013161757NAL0000809411001

COMMUNITY ACTION INC. OF ROCK AND WALWORTH COUNTIES

Name: COMMUNITY ACTION INC. OF ROCK AND WALWORTH COUNTIES — COMMUNITY ACTION INC. OF ROCK & WALWORTH COUNTIES 403B PLAN, Form 5500 (2024)
Creator: COMMUNITY ACTION INC. OF ROCK AND WALWORTH COUNTIES

Form 5500-SF

FILING_RECEIVED

COMMUNITY ACTION INC. OF ROCK & WALWORTH COUNTIES 403B PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

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 COMMUNITY ACTION INC. OF ROCK AND WALWORTH COUNTIES.

Plan sponsor

Name

COMMUNITY ACTION INC. OF ROCK AND WALWORTH COUNTIES

EIN

39-1052077

Address

20 ECLIPSE CENTER · BELOIT, WI · 53511

Phone

(608) 755-2439

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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BEATITUDES CAMPUS