Original filing (PDF)20250211153111NAL0019867841001

BORGELT, POWELL, PETERSON & FRAUEN, S.C.

Name: BORGELT, POWELL, PETERSON & FRAUEN, S.C. — BORGELT, POWELL, PETERSON & FRAUEN, S.C. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BORGELT, POWELL, PETERSON & FRAUEN, S.C.

Form 5500-SF

FILING_RECEIVED

BORGELT, POWELL, PETERSON & FRAUEN, S.C. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$22.9M

Net assets (EOY)

$22.9M

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BORGELT, POWELL, PETERSON & FRAUEN, S.C..

Plan sponsor

Name

BORGELT, POWELL, PETERSON & FRAUEN, S.C.

EIN

39-1233261

Address

1243 NORTH 10TH STREET, STE 300 · MILWAUKEE, WI · 53205

Phone

(414) 287-9112

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator