How big is ANEX, S.C.'s plan?

ANEX, S.C.'s plan reported $5.1M in assets and 14 participants for 2024.

Original filing (PDF)20251007190025NAL0005182289001

ANEX, S.C.

Name: ANEX, S.C. — ANEX, S.C. Cash Balance Plan, Form 5500 (2024)
Creator: ANEX, S.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ANEX, S.C. Cash Balance Plan

Defined-benefit pension plan · ANEX, S.C.'s ANEX, S.C. Cash Balance Plan held $5.1M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

Plan identifiers

ANEX, S.C.'s EIN is 39-1808813.

EIN 39-1808813

Plan number 002

Plan year 2024

ACK ID 20251007190025NAL0005182289001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ANEX, S.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ANEX, S.C.'s plan includes a cash-balance formula.

Decision-maker contacts

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

ANEX, S.C.

EIN

all filings

Address

225 S. EXECUTIVE DRIVE · BROOKFIELD, WI · 53005

Phone

(262) 787-4050

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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