Original filing (PDF)20250925071317NAL0007408033001

ST. CROIX VALLEY INSURANCE SERVICE INC.

Name: ST. CROIX VALLEY INSURANCE SERVICE INC. — ST. CROIX VALLEY INSURANCE SERVICE INC. 401(K) PLAN, Form 5500 (2024)
Creator: ST. CROIX VALLEY INSURANCE SERVICE INC.

Form 5500-SF

FILING_RECEIVED

ST. CROIX VALLEY INSURANCE SERVICE INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$248K

Net assets (EOY)

$248K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ST. CROIX VALLEY INSURANCE SERVICE INC..

Plan sponsor

Name

ST. CROIX VALLEY INSURANCE SERVICE INC.

EIN

39-1698188all filings

Address

1250 HOSFORD STREET · HUDSON, WI · 54016

Phone

(715) 386-5353

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator