How big is Storm, Balgeman & Klippel, S.C.'s plan?

Storm, Balgeman & Klippel, S.C.'s plan reported $3.1M in assets and 13 participants for 2025.

Original filing (PDF)20260420091957NAL0000664211001

Storm, Balgeman & Klippel, S.C.

Name: Storm, Balgeman & Klippel, S.C. — Storm, Balgeman &, Form 5500 (2025)
Creator: Storm, Balgeman & Klippel, S.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Storm, Balgeman & Klippel, S.C. 401(k) Plan

401(k) retirement plan · Storm, Balgeman & Klippel, S.C.'s Storm, Balgeman & Klippel, S.C. 401(k) Plan held $3.1M in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

Storm, Balgeman & Klippel, S.C.'s EIN is 39-1686896.

EIN 39-1686896

Plan number 001

Plan year 2025

ACK ID 20260420091957NAL0000664211001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Storm, Balgeman & Klippel, S.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Storm, Balgeman & Klippel, S.C.'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 STORM, BALGEMAN & KLIPPEL, S.C..

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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