Original filing (PDF)20250630121206NAL0011129841001

Southwest Wisconsin Workforce Development Board

Name: Southwest Wisconsin Workforce Development Board — Form 5500 Plan 001 (2024)
Creator: Southwest Wisconsin Workforce Development Board
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southwest Wisconsin Workforce Development Board 401(k) Plan

401(k) retirement plan · Southwest Wisconsin Workforce Development Board's Southwest Wisconsin Workforce Development Board 401(k) Plan held $1.9M in plan assets for 49 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

Southwest Wisconsin Workforce Development Board's EIN is 39-1451363.

EIN 39-1451363

Plan number 001

Plan year 2024

ACK ID 20250630121206NAL0011129841001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Southwest Wisconsin Workforce Development Board from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Southwest Wisconsin Workforce Development Board's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHWEST WISCONSIN WORKFORCE DEVELOPMENT BOARD.

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Plan health score

Above-average plan

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