Original filing (PDF)20251007110300NAL0002605091001

SAFE HARBOR OF SHEBOYGAN COUNT

Name: SAFE HARBOR OF SHEBOYGAN COUNT — SAFE HARBOR OF SHEBOYGAN COUNTY, INC., Form 5500 (2024)
Creator: SAFE HARBOR OF SHEBOYGAN COUNT

Form 5500-SF

FILING_RECEIVED

SAFE HARBOR OF SHEBOYGAN COUNTY, INC.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$605K

Net assets (EOY)

$605K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAFE HARBOR OF SHEBOYGAN COUNT.

Plan sponsor

Name

SAFE HARBOR OF SHEBOYGAN COUNT

EIN

39-1690041

Address

929 NIAGARA AVE · SHEBOYGAN, WI · 530813923

Phone

(920) 452-8611

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

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

Related plans

Similar-size Health Care & Social Assistance plans

LEBANON RESCUE MISSION, INC.

LEBANON RESCUE MISSION, INC. 403(B) PLAN

$605K · 17 participants

RON & LISA BRILL

RON & LISA BRILL 401(K) RETIREMENT PLAN

$604K · 1 participants

AIR SERV INTERNATIONAL

AIR SERV INTERNATIONAL 403(B) RETIREMENT PLAN

$604K · 4 participants

HUMAN SERVICES NETWORK, INC.

$604K · 31 participants

CHRISTIAN SERVICE BRIGADE,INC.

403(B) THRIFT PLAN FOR EMPLOYEES OF CHRISTIAN SERVICE BRIGADE,INC.