Back to filter
Original filing (PDF)20250630143540NAL0028939378001
POELLINGER ELECTRIC, INC.
Form 5500-SF
FILING_RECEIVED
POELLINGER ELECTRIC, INC 401(K) PLAN
401(k) retirement plan
Active participants
26
Accounts w/ balance
29
Plan assets (EOY)
$6.2M
Net assets (EOY)
$6.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
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 POELLINGER ELECTRIC, INC..
Plan sponsor
Name
POELLINGER ELECTRIC, INC.
EIN
39-1149754
Address
5416 SOUTH 33RD STREET · LACROSSE, WI · 54601
Phone
(608) 788-6800
Industry
Electrical Contractors· Constructionsee 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
2025-06-30
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Electrical Contractors plans
COLONIAL ELECTRIC, INC.
COLONIAL ELECTRIC, INC. 401(K) PROFIT SHARING PLAN
$6.2M · 32 participants
BLUE SKY ELECTRIC COMPANY
BLUE SKY ELECTRIC 401K RETIREMENT SAVINGS PLAN
$6.2M · 114 participants
RJP ELECTRIC, LLC
RJP ELECTRIC, LLC PROFIT SHARING PLAN
$6.2M · 15 participants
REGENCY ELECTRIC COMPANY, INC.
REGENCY ELECTRIC COMPANY, INC. 401(K) PLAN
$6.2M · 110 participants
ARI-TEX ELECTRIC, LLC
ARI-TEX ELECTRIC 401(K) PLAN
$6.2M · 75 participants
MCDONALD ELECTRICAL CORP.
MCDONALD ELECTRIC CORP. 401(K) PROFIT SHARING PLAN
$6.2M · 68 participants
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B