Original filing (PDF)20260304143332NAL0007773186001

LEADINGAGE WISCONSIN, INC.

Name: LEADINGAGE WISCONSIN, INC. — LEADINGAGE WISCONSIN 401(K) PLAN, Form 5500 (2024)
Creator: LEADINGAGE WISCONSIN, INC.

Form 5500-SF

FILING_RECEIVED

LEADINGAGE WISCONSIN 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$633K

Net assets (EOY)

$633K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

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

Plan sponsor

Name

LEADINGAGE WISCONSIN, INC.

EIN

39-1174667

Address

204 S. HAMILTON ST. · MADISON, WI · 53703

Phone

(608) 255-7060

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-03-04

Pension benefit codes

2G · Total participant-directed accounts

2F · ERISA section 404(c)

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

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

ROCKVILLE SKILLED NURSING AND REHABILITATION CENTER, LLC

ROCKVILLE SKILLED NURSING AND REHABILITATION CENTER, LLC 401(K) PLAN

$634K · 63 participants

WOODLAND RESIDENTIAL SERVICES, INC.

WOODLAND RESIDENTIAL SERVICES, INC. 401(K) PLAN

$632K · 41 participants

PT HILLS PLACE CLUB, LLC

PEACHTREE HILLS PLACE 401(K) PLAN

$632K · 269 participants

OLDER AMERICAN HOUSING IN SPOTSWOOD, INC.

OLDER AMERICAN HOUSING IN SPOTSWOOD, INC. 401(K) PROFIT SHARING PLAN AND TRUST

$631K · 9 participants