· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
O'CONNOR, WELLS & VANDER WERFF, LLC — O'CONNOR, WELLS, & VANDER WERFF, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250703165541NAL0001312416001
O'CONNOR, WELLS & VANDER WERFF, LLC
Form 5500-SF
FILING_RECEIVED
O'CONNOR, WELLS, & VANDER WERFF, LLC 401(K) PLAN
401(k) retirement plan
Active participants
22
Accounts w/ balance
26
Plan assets (EOY)
$7.6M
Net assets (EOY)
$7.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
O'CONNOR, WELLS & VANDER WERFF, LLC
.
Find decision makers
Plan sponsor
Name
O'CONNOR, WELLS & VANDER WERFF, LLC
EIN
39-1742997
Address
111 EAST MAIN STREET · WAUPUN, WI · 53963
Phone
(920) 324-9711
Industry
CPA Offices
· Professional & Technical Services
see 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
2025-07-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
ALTUM PARTNERS LLP
ALTUM PARTNERS LLP 401(K) PROFIT SHARING PLAN & TRUST
$7.6M · 29 participants
WILLIAMS & NULLE, A PROFESSIONAL LIMITED LIABILITY COMPANY
WILLIAMS & NULLE, A PLLC 401(K) PROFIT SHARING PLAN & TRUST
$7.6M · 25 participants
ROGERS, CLEM & COMPANY
ROGERS, CLEM & COMPANY 401(K) PLAN
$7.6M · 19 participants
KOSKI PROFESSIONAL GROUP, P.C.
KOSKI PROFESSIONAL GROUP P.C. 401K PLAN
$7.6M · 11 participants
SIMIONE MACCA & LARROW
SIMIONE MACCA & LARROW LLP 401K PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$7.6M · 23 participants
HALLISEY & D'AGOSTINO, LLP
HALLISEY & D'AGOSTINO, LLP CPA'S 401(K) RETIREMENT PLAN
$7.6M · 18 participants
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B
