Original filing (PDF)20250728143150NAL0003159264001

SANDERS & WALDVOGEL, S.C.

Name: SANDERS & WALDVOGEL, S.C. — SANDERS & WALDVOGEL RETIREMENT PLAN, Form 5500 (2024)
Creator: SANDERS & WALDVOGEL, S.C.

Form 5500-SF

FILING_RECEIVED

SANDERS & WALDVOGEL RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$206K

Net assets (EOY)

$206K

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 SANDERS & WALDVOGEL, S.C..

Plan sponsor

Name

SANDERS & WALDVOGEL, S.C.

EIN

39-1717007

Address

2831 N. GRANDVIEW BLVD. STE. 213 · PEWAUKEE, WI · 53072

Phone

(262) 544-6330

Industry

CPA Offices· Professional & Technical Servicessee 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

2025-07-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

INTELLIGENT FINANCIAL SERVICES, INC.

INTELLIGENT FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN

$206K · 3 participants

QUANTUM ACCOUNTING & TAX PLLC

QUANTUM ACCOUNTING & TAX PLLC 401(K) PROFIT SHARING PLAN

$206K · 2 participants

ENCORE PARTNERS LLP

ENCORE PARTNERS LLP CASH BALANCE PLAN

$206K · 4 participants

RITTERBUSH & PIOTROWSKI LLP

RITTERBUSH & PIOTROWSKI LLP 401(K) PROFIT SHARING PLAN & TRUST

$206K · 5 participants

RCN & ASSOCIATES, LLC