How big is Black-HAAK Retirement Plan's plan?

Black-HAAK Retirement Plan's plan reported $3.4M in assets and 91 participants for 2024.

Original filing (PDF)20251028080845NAL0006099027001

Black-HAAK Retirement Plan

Name: Black-HAAK Retirement Plan — Form 5500 (2024)
Creator: Black-HAAK Retirement Plan
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Black-HAAK Retirement Plan held $3.4M in plan assets for 91 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

Jim HAAK signed Black-HAAK Retirement Plan's 2024 Form 5500 as plan administrator.

Jim HAAK — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Black-HAAK Retirement Plan's EIN is 39-1197258.

EIN 39-1197258

Plan number 001

Plan year 2024

ACK ID 20251028080845NAL0006099027001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Black-HAAK Retirement Plan from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Black-HAAK Retirement Plan's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BLACK-HAAK RETIREMENT PLAN.

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Plan health score

Above-average plan

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.

Plan sponsor

Name

BLACK-HAAK RETIREMENT PLAN

EIN

all filings

Address

N967 QUALITY DRIVE · GREENVILLE, WI · 54942

Phone

(920) 757-9990

Industry

Plumbing, Heating, AC Contractors· Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-10-28

Pension benefit codes

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

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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