Original filing (PDF)20250516115458NAL0020299201001

CONGREGATIONAL HOME, INC.

Name: CONGREGATIONAL HOME, INC. — CONGREGATIONAL HOME, INC. 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: CONGREGATIONAL HOME, INC.

Form 5500-SF

FILING_RECEIVED

CONGREGATIONAL HOME, INC. 401(K) SAVINGS PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

198

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONGREGATIONAL HOME, INC..

Plan sponsor

Name

CONGREGATIONAL HOME, INC.

EIN

39-1167483

Address

13900 W BURLEIGH RD · BROOKFIELD, WI · 53005

Phone

(262) 781-0550

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

2025-05-16

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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