Original filing (PDF)20260112155927NAL0015294963001

SENGLAUB FINANCIAL GROUP, INC.

Name: SENGLAUB FINANCIAL GROUP, INC. — SENGLAUB FINANCIAL GROUP, INC. DEFINED BENEFIT PLAN, Form 5500 (2024)
Creator: SENGLAUB FINANCIAL GROUP, INC.

Form 5500-SF

FILING_RECEIVED

SENGLAUB FINANCIAL GROUP, INC. DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

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 SENGLAUB FINANCIAL GROUP, INC..

Plan sponsor

Name

SENGLAUB FINANCIAL GROUP, INC.

EIN

39-1552460

Address

3960 HILLSIDE DRIVE · SUITE 201 · DELAFIELD, WI · 53018

Phone

(262) 646-4466

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2026-01-12

Pension benefit codes

1A · Pay-related DB formula

3D · Pre-approved plan (master / prototype / VS)

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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