Original filing (PDF)20260519153943NAL0001159889001

Phillip J Warden

Name: Phillip J Warden — Phillip J Warden 401(k) Profit, Form 5500 (2025)
Creator: Phillip J Warden
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phillip J Warden 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Phillip J Warden's Phillip J Warden 401(k) Profit Sharing Plan & Trust held $172K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$172K

Net assets (EOY)

$172K

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 (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHILLIP J WARDEN.

Plan sponsor

Name

PHILLIP J WARDEN

EIN

39-1633970all filings

Address

5201 TOKAY BLVD · MADISON, WI · 537111026

Phone

(608) 209-5520

Industry