Original filing (PDF)20250326101115NAL0015775729001

COALITION OF WISCONSIN AGING G

Name: COALITION OF WISCONSIN AGING G — COALITION OF WISCONSIN AGING GROUPS, Form 5500 (2024)
Creator: COALITION OF WISCONSIN AGING G

Form 5500-SF

FILING_RECEIVED

COALITION OF WISCONSIN AGING GROUPS

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$532K

Net assets (EOY)

$532K

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 COALITION OF WISCONSIN AGING G.

Plan sponsor

Name

COALITION OF WISCONSIN AGING G

EIN

39-1333172

Address

30 W MIFFLIN ST STE 406 · MADISON, WI · 537032558

Phone

(608) 224-0606

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-26

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

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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