Original filing (PDF)20260303142014NAL0001421299001

ZETLEY CARNEOL & STEIN SC

Name: ZETLEY CARNEOL & STEIN SC — CARL S ZETLEY & CO 401 (K) PLAN, Form 5500 (2024)
Creator: ZETLEY CARNEOL & STEIN SC

Form 5500-SF

FILING_RECEIVED

CARL S ZETLEY & CO 401 (K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 3.6 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZETLEY CARNEOL & STEIN SC.

Plan sponsor

Name

ZETLEY CARNEOL & STEIN SC

EIN

39-1370278

Address

788 N JEFFERSON ST STE 200 · MILWAUKEE, WI · 532023710

Phone

—

Industry

CPA Offices· Professional & Technical Servicessee 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

2026-03-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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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