Original filing (PDF)20250930163611NAL0012520769001

SIEMERS HOLSTEINS

Name: SIEMERS HOLSTEINS — SIEMERS HOLSTEINS EMPLOYEE RETIREMENT PLAN, Form 5500 (2024)
Creator: SIEMERS HOLSTEINS

Form 5500-SF

FILING_RECEIVED

SIEMERS HOLSTEINS EMPLOYEE RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 SIEMERS HOLSTEINS.

Plan sponsor

Name

SIEMERS HOLSTEINS

EIN

39-1338641

Address

14421 MINERAL SPRINGS RD · NEWTON, WI · 53063

Phone

(920) 693-3671

Industry

Agriculture, Forestry, Fishing, Huntingsee 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

2025-09-30

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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