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Original filing (PDF)20260227094212NAL0000138003001
GOOD SHEPHERD SERVICES, LTD
Form 5500
FILING_RECEIVED
GOOD SHEPHERD SERVICES, LTD 403(B) RETIREMENT PLAN
401(k) retirement plan
Signals · 3
Late filing · 3.4 mo100% in single holdingNo recordkeeper disclosed
Active participants
197
Accounts w/ balance
128
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score
86
/ 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
86
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
80
Knocking points off
- Filed 3.4 months past the 10.5-month grace window.
- Top holding "[DFE: SEPARATE ACCOUNT (no filing on disk)]" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
- 65% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (3 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOOD SHEPHERD SERVICES, LTD.
Plan sponsor
Name
GOOD SHEPHERD SERVICES, LTD
EIN
39-1319766
Address
607 BRONSON ROAD · SEYMOUR, WI · 54165
Phone
(920) 833-6856
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-02-27
Pension benefit codes
2L · 403(b)(1) annuity
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WIPFLI, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROACCOUNT | 73-0988442 | — | INVESTMENT ADVISORY | $690 | — |
| DEFINITI LLC | 85-0833363 | — | INVESTMENT ADVISORY | $0 | — |
| MORNINGSTAR | 36-3297908 | — | INVESTMENT ADVISORY PLAN | $0 | — |
Investments
1 pooled fund· $2.6M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.6M | 98.5% |
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