Back to filter
Original filing (PDF)20250916133145NAL0001339331001
GREATER WISCONSIN AGENCY ON AGING RESOURCES, INC
Form 5500-SF
FILING_RECEIVED
403(B) THRIFT PLAN FOR EMPLOYEES OF GREATER WISCONSIN AGENCY ON AGING RESOURCES, INC.
401(k) retirement plan
Active participants
57
Accounts w/ balance
77
Plan assets (EOY)
$5.8M
Net assets (EOY)
$5.8M
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 GREATER WISCONSIN AGENCY ON AGING RESOURCES, INC.
Plan sponsor
Name
GREATER WISCONSIN AGENCY ON AGING RESOURCES, INC
EIN
39-1204540
Address
1414 MACARTHUR RD STE A · MADISON, WI · 537141318
Phone
(608) 243-5670
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
050
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-16
Pension benefit codes
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
2S · Automatic enrollment
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 providersRelated plans
Similar-size Other Services (ex. Public Admin) plans
DAVID BERG FOUNDATION
DAVID BERG FOUNDATION RETIREMENT PLAN
$5.8M · 4 participants
THE HYDE AND WATSON FOUNDATION, INC.
THE HYDE AND WATSON FOUNDATION, INC. TAX DEFERRED ANNUITY PLAN
$5.8M · 5 participants
INTERNATIONAL FELLOWSHIP OF CHRISTIANS & JEWS, INC.
INTERNATIONAL FELLOWSHIP OF CHRISTIANS AND JEWS RETIREMENT PLAN AND TRUST
$5.8M · 94 participants
MAUI ECONOMIC OPPORTUNITY INC
MAUI ECONOMIC OPPORTUNITY INC. 401(K) PLAN
$5.8M · 151 participants
INSTITUTE FOR POLICY STUDIES
INSTITUTE FOR POLICY STUDIES 403(B)
$5.8M · 39 participants
HORATIO ALGER ASSOCIATION OF DISTINGUISHED AMERICANS, INC.
HORATIO ALGER ASSOCIATION OF DISTINGUISHED AMERICANS 403(B) PLAN
$5.8M · 15 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