Original filing (PDF)20240919092310NAL0005879089001

WISCONSIN WOMEN'S BUSINESS INITIATIVE CORP

Name: WISCONSIN WOMEN'S BUSINESS INITIATIVE CORP — WISCONSIN WOMEN'S BUSINESS INITIATIVE CORP TAX DEFERRED ANNUITY PLAN, Form 5500 (2023)
Creator: WISCONSIN WOMEN'S BUSINESS INITIATIVE CORP

Form 5500-SF

FILING_RECEIVED

WISCONSIN WOMEN'S BUSINESS INITIATIVE CORP TAX DEFERRED ANNUITY PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

124

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WISCONSIN WOMEN'S BUSINESS INITIATIVE CORP.

Plan sponsor

Name

WISCONSIN WOMEN'S BUSINESS INITIATIVE CORP

EIN

39-1597954

Address

1533 RIVERCENTER DRIVE · MILWAUKEE, WI · 532123913

Phone

(414) 263-5450

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator