Original filing (PDF)20240216130839NAL0001382257001

TOM SLOAN & ASSOCIATES, INC.

Name: TOM SLOAN & ASSOCIATES, INC. — TOM SLOAN & ASSOCIATES, INC. 401(K) PLAN, Form 5500 (2023)
Creator: TOM SLOAN & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

TOM SLOAN & ASSOCIATES, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

TOM SLOAN & ASSOCIATES, INC.

EIN

39-1326715

Address

1530 UTAH STREET · WATERTOWN, WI · 53094

Phone

(920) 261-8890

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-02-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Admin Support & Waste Mgmt plans

LECTORUM PUBLICATIONS, INC.

SPIN-OFF TERMINATION PLAN FOR LECTORUM PUBLICATIONS, INC.

ONESOURCE PROFESSIONAL SEARCH, LLC

ONESOURCE PROS 401(K) PLAN

LCS SUPERIOR LLC

LCS SUPERIOR LLC MEDOVA LIFESTYLE HEALTH PLAN

SEARCH SOLUTION GROUP INC.

SEARCH SOLUTION GROUP INC 401(K) PROFIT SHARING PLAN & TRUST

BENSON SEARCH GROUP, LLC

BENSON SEARCH GROUP, LLC CASH BALANCE PLAN