Original filing (PDF)20250730115238NAL0004651089001

JEFFREY C. HACKBARTH

Name: JEFFREY C. HACKBARTH — HACKBARTH 401(K) PLAN, Form 5500 (2024)
Creator: JEFFREY C. HACKBARTH

Form 5500-SF

FILING_RECEIVED

HACKBARTH 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$427K

Net assets (EOY)

$427K

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.
High average account balance (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFFREY C. HACKBARTH.

Plan sponsor

Name

JEFFREY C. HACKBARTH

EIN

39-1758406all filings

Address

107 W MAIN ST · LITTLE CHUTE, WI · 54140

Phone

(920) 303-4872

Industry

Finance & Insurancesee 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

2025-07-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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 Finance & Insurance plans

LLOYD NAES

LLOYD NAES CPA CFP

$427K · 1 participants

HALCYON WEALTH ADVISORS, LLC

HALCYON WEALTH ADVISORS, LLC 401(K) AND PROFIT SHARING PLAN

$427K · 5 participants

JAMES J MCCABE

JAMES J MCCABE 401(K) PROFIT SHARING PLAN & TRUST

$427K · 13 participants

HIGHLAND CAPITAL, LLC

HIGHLAND CAPITAL CASH BALANCE PLAN

$426K · 4 participants

PF MANAGEMENT LLC

RETIREMENT INCOME SECURITY PLAN-PF MANAGEMENT

$426K · 3 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.