Original filing (PDF)20250421104552NAL0002894049001

BETTERS & ASSOCIATES, S.C.

Name: BETTERS & ASSOCIATES, S.C. — BETTERS & ASSOCIATES, S. C. 401(K) PLAN, Form 5500 (2024)
Creator: BETTERS & ASSOCIATES, S.C.

Form 5500-SF

FILING_RECEIVED

BETTERS & ASSOCIATES, S. C. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$999K

Net assets (EOY)

$999K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BETTERS & ASSOCIATES, S.C..

Plan sponsor

Name

BETTERS & ASSOCIATES, S.C.

EIN

39-1783820

Address

21095 WATERTOWN ROAD · WAUKESHA, WI · 53186

Phone

(262) 798-8160

Industry

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

2025-04-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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 Professional & Technical Services plans

KAMENS & HIRSCHBERG PAYROLL CO

KAMENS & HIRSCHBERG PAYROLL CO 401(K) PROFIT SHARING PLAN & TRUST

$1.0M · 16 participants

MORRE & COMPANY, LLP

MORRE & COMPANY RETIREMENT PLAN

$992K · 10 participants

STENSON TAMADDON, LLC

STENSON TAMADDON 401(K) & PROFIT SHARING PLAN

$991K · 43 participants

KENNEY & MACDONALD, INC.

KENNEY & MACDONALD, INC. 401(K)/PSP

$1.0M · 4 participants

JEAN SHONER

H&R BLOCK OF CHELSEA SAFE HARBOR 401K