Original filing (PDF)20250625070532NAL0018778866001

SPECIAL OLYMPICS WISCONSIN, INC.

Name: SPECIAL OLYMPICS WISCONSIN, INC. — SPECIAL OLYMPICS WISCONSIN DC RETIREMENT PLAN, Form 5500 (2024)
Creator: SPECIAL OLYMPICS WISCONSIN, INC.

Form 5500-SF

FILING_RECEIVED

SPECIAL OLYMPICS WISCONSIN DC RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

109

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

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 SPECIAL OLYMPICS WISCONSIN, INC..

Plan sponsor

Name

SPECIAL OLYMPICS WISCONSIN, INC.

EIN

39-1176591

Address

6582 RONALD REAGAN AVE. · MADISON, WI · 53704

Phone

(608) 222-1324

Industry

Educational 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

2025-06-25

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

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 providers

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