Original filing (PDF)20240514085905NAL0033017459001

TED TELITZ

Name: TED TELITZ — FRED THOMAS RESORT INC, Form 5500 (2023)
Creator: TED TELITZ

Form 5500-SF

FILING_RECEIVED

FRED THOMAS RESORT INC

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$440K

Net assets (EOY)

$440K

Plan health score (directional)

/ 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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TED TELITZ.

Plan sponsor

Name

TED TELITZ

DBA

FRED THOMAS RESORT

EIN

39-1330663

Address

2086 N COUNTY ROAD F · BIRCHWOOD, WI · 548173098

Phone

(715) 354-3761

Industry

Accommodation & Food Servicessee 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

2024-05-14

Pension benefit codes

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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