· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
REFFUE, PAS, JACOBSON, ROTH & KOSTER, LLP — REFFUE, PAS, JACOBSON, ROTH & KOSTER, LLP RETIREMENT SAVINGS PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20250710133239NAL0004096947001
REFFUE, PAS, JACOBSON, ROTH & KOSTER, LLP
Form 5500-SF
FILING_RECEIVED
REFFUE, PAS, JACOBSON, ROTH & KOSTER, LLP RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
18
Accounts w/ balance
23
Plan assets (EOY)
$6.8M
Net assets (EOY)
$6.8M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
REFFUE, PAS, JACOBSON, ROTH & KOSTER, LLP
.
Find decision makers
Plan sponsor
Name
REFFUE, PAS, JACOBSON, ROTH & KOSTER, LLP
EIN
39-1205140
Address
901-16TH AVE. · MONROE, WI · 53566
Phone
(608) 325-2141
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
PECK & ASSOCIATES PC
PECK & ASSOCIATES PC PROFIT SHARING PLAN
$6.8M · 18 participants
VONA & VONA LLP
VONA & VONA LLP 401(K) PROFIT SHARING PLAN
$6.8M · 7 participants
EDWARD J MCCARTHY
EDWARD J MCCARTHY PROFIT SHARING PLAN
$6.8M · 2 participants
DELONG & BROWER P.C.
DELONG & BROWER 401(K) PLAN
$6.8M · 30 participants
PROFESSIONAL ACCOUNTING SYSTEMS, INC.
PROFESSIONAL ACCOUNTING SYSTEMS 401(K) PLAN
$6.8M · 36 participants
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
GIBISER & GIBISER CPA'S, P. C.
GIBISER & GIBISER CPA'S, P. C. 401K PROFIT SHARING PLAN
$6.8M · 11 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
