Back to filter
Original filing (PDF)20260304181251NAL0002135411001
CYGANIAK PLANNING, INC.
Form 5500-SF
FILING_RECEIVED
CYGANIAK PLANNING, INC. PENSION PLAN
Defined-contribution retirement plan
Active participants
16
Accounts w/ balance
15
Plan assets (EOY)
$5.6M
Net assets (EOY)
$5.6M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CYGANIAK PLANNING, INC..
Plan sponsor
Name
CYGANIAK PLANNING, INC.
EIN
39-1194331
Address
3515 NORTH 124TH STREET · BROOKFIELD, WI · 530052409
Phone
(262) 783-6161
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-11-30
Tax period
2025-11-29
Filed
2026-03-04
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
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 providersRelated plans
Similar-size Insurance Agencies & Brokerages plans
THE J. MOREY COMPANY, INC. INSURANCE AGENTS AND BROKERS
THE J. MOREY COMPANY, INC. 401(K) PLAN
$5.6M · 63 participants
LINDA TUCK
LINDA TUCK PROFIT SHARING PLAN
$5.6M · 8 participants
CAL-VALLEY INSURANCE SERVICES, INC.
CAL-VALLEY INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN
$5.6M · 43 participants
GULF COAST MARINE, LLC
GULF COAST MARINE, LLC 401(K) PLAN
$5.6M · 14 participants
SENIORITY BENEFIT GROUP, INC.
SENIORITY BENEFIT GROUP, INC. RETIREMENT PLAN
$5.6M · 17 participants
SCHECHNER LIFSON CORPORATION
SCHECHNER LIFSON CORPORATION 401(K) SAVINGS PLAN
$5.6M · 33 participants
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B