Original filing (PDF)20250612121000NAL0014775779001

COE, CUSKEY & STEPHENS, S.C.

Name: COE, CUSKEY & STEPHENS, S.C. — COE, CUSKEY & STEPHENS, S.C. 401(K) PLAN, Form 5500 (2024)
Creator: COE, CUSKEY & STEPHENS, S.C.

Form 5500-SF

FILING_RECEIVED

COE, CUSKEY & STEPHENS, S.C. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COE, CUSKEY & STEPHENS, S.C..

Plan sponsor

Name

COE, CUSKEY & STEPHENS, S.C.

EIN

39-1172772

Address

24 WEST MARSHALL STREET · RICE LAKE, WI · 54868

Phone

(715) 234-9074

Industry

Law Offices· Professional & Technical Servicessee 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

2025-06-12

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

THE LANCIONE LAW FIRM, LLC

THE LANCIONE LAW FIRM, LLC 401K PROFIT SHARING PLAN AND TRUST

$1.2M · 4 participants

TALG, LTD.

TALG, LTD. 401(K) PLAN

$1.2M · 21 participants

JOPLIN HENDRICKS, PLLC

JOPLIN HENDRICKS 401(K) PLAN

$1.2M · 2 participants

PETRIE, LEATH, LARRIVEE & OROURKE, LLP

PETRIE, LEATH, LARRIVEE & O'ROURKE, LLP 401(K) PLAN

$1.2M · 7 participants

LANCE BINGHAM, PC

LANCE BINGHAM, PC 401(K) PLAN

$1.2M · 5 participants