Original filing (PDF)20250623165012NAL0015907858001

COMMUNITY SHARES OF WISCONSIN (CSW)

Name: COMMUNITY SHARES OF WISCONSIN (CSW) — COMMUNITY SHARES OF WISCONSIN (CSW) 401(K) PLAN, Form 5500 (2024)
Creator: COMMUNITY SHARES OF WISCONSIN (CSW)

Form 5500-SF

FILING_RECEIVED

COMMUNITY SHARES OF WISCONSIN (CSW) 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$987K

Net assets (EOY)

$987K

Plan health score

Top-tier plan health

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

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COMMUNITY SHARES OF WISCONSIN (CSW).

Plan sponsor

Name

COMMUNITY SHARES OF WISCONSIN (CSW)

EIN

39-1172378

Address

931 E MAIN ST · STE 10 · MADISON, WI · 53703

Phone

(608) 888-9586

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator