Original filing (PDF)20250731100200NAL0006875616001

RACINE COUNTY HISTORICAL SOCIETY &

Name: RACINE COUNTY HISTORICAL SOCIETY & — RACINE COUNTY HISTORICAL SOCIETY & MUSEUM, INC. 403 (B) DC PLAN, Form 5500 (2024)
Creator: RACINE COUNTY HISTORICAL SOCIETY &

Form 5500-SF

FILING_RECEIVED

RACINE COUNTY HISTORICAL SOCIETY & MUSEUM, INC. 403 (B) DC PLAN

403(b) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$942K

Net assets (EOY)

$942K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RACINE COUNTY HISTORICAL SOCIETY &.

Plan sponsor

Name

RACINE COUNTY HISTORICAL SOCIETY &

EIN

39-1433914

Address

701 S MAIN STREET · RACINE, WI · 53403

Phone

(262) 636-3926

Industry

Arts, Entertainment, Recreationsee all

Plan administrator