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Original filing (PDF)20251202141801NAL0024497330001
TRACE-A-MATIC GROUP DENTAL PLAN
Form 5500
FILING_RECEIVED
TRACE-A-MATIC GROUP DENTAL PLAN
Health & welfare plan
Signals · 1
Late filing · 7.5 mo
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 7.5 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRACE-A-MATIC GROUP DENTAL PLAN.
Plan sponsor
Name
TRACE-A-MATIC GROUP DENTAL PLAN
DBA
TRACE-A-MATIC CORPORATION
EIN
39-1103834
Address
21125 ENTERPRISE AVE · BROOKFIELD, WI · 530455229
Phone
(262) 797-7300
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2023
Plan year begin
2023-06-01
Tax period
2024-05-31
Filed
2025-12-02
Welfare benefit codes
4D · Dental
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| R&R INSURANCE SERVICES INC | 39-1230987 | WAUKESHA, WI | INSURANCE AGENT OR BROKE | $2K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELTA DENTAL OF WISCONSIN | 39-6094742 | BROOKFIELD, WI | THIRD PARTY ADMINISTRATO | $15K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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