Original filing (PDF)20251013091059NAL0001013265001

Kasdorf, Lewis & Swietlik, S.C.

Name: Kasdorf, Lewis & Swietlik, S.C. — Kasdorf, Lewis &, Form 5500 (2024)
Creator: Kasdorf, Lewis & Swietlik, S.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kasdorf, Lewis & Swietlik, S.C. 401(k) Savings Plan

401(k) retirement plan · Kasdorf, Lewis & Swietlik, S.C.'s Kasdorf, Lewis & Swietlik, S.C. 401(k) Savings Plan held $22.0M in plan assets for 40 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$22.0M

Net assets (EOY)

$22.0M

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KASDORF, LEWIS & SWIETLIK, S.C..

Plan sponsor

Name

KASDORF, LEWIS & SWIETLIK, S.C.

EIN

all filings

Address

11270 WEST PARK PLACE, · SUITE 500 · MILWAUKEE, WI · 532243639

Phone

(414) 577-4000

Industry