How big is Historic Milwaukee, Inc.'s plan?

Historic Milwaukee, Inc.'s plan reported $141K in assets and 5 participants for 2024.

Original filing (PDF)20250430085547NAL0002578816001

Historic Milwaukee, Inc.

Name: Historic Milwaukee, Inc. — HMI 403(b) Plan, Form 5500 (2024)
Creator: Historic Milwaukee, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HMI 403(b) Plan

401(k) retirement plan · Historic Milwaukee, Inc.'s HMI 403(b) Plan held $141K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$141K

Net assets (EOY)

$141K

People on this filing

Stacy Swadish Kosmatka signed Historic Milwaukee, Inc.'s 2024 Form 5500 as plan administrator.

Stacy Swadish Kosmatka — 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

Historic Milwaukee, Inc.'s EIN is 39-1212338.

EIN 39-1212338

Plan number 001

Plan year 2024

ACK ID 20250430085547NAL0002578816001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Historic Milwaukee, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Historic Milwaukee, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HISTORIC MILWAUKEE, INC..

Finding similar companies…

Plan health score

Top-tier plan health

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