Original filing (PDF)20250814125439NAL0022105906001

KENOSHA AREA FAMILY AND AGING

Name: KENOSHA AREA FAMILY AND AGING — 403(B) THRIFT PLAN FOR EMPLOYEES OF KENOSHA AREA FAMILY AND AGING SERVICES, INC., Form 5500 (2024)
Creator: KENOSHA AREA FAMILY AND AGING

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN FOR EMPLOYEES OF KENOSHA AREA FAMILY AND AGING SERVICES, INC.

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 KENOSHA AREA FAMILY AND AGING.

Plan sponsor

Name

KENOSHA AREA FAMILY AND AGING

EIN