Original filing (PDF)20250516143420NAL0015542739001

DATALINE SERVICES, INC.

Name: DATALINE SERVICES, INC. — DATALINE SERVICES, INC. DEFINED BENEFIT PENSION PLAN AND TRUST, Form 5500 (2023)
Creator: DATALINE SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

DATALINE SERVICES, INC. DEFINED BENEFIT PENSION PLAN AND TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$9.2M

Net assets (EOY)

$9.2M

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 DATALINE SERVICES, INC..

Plan sponsor

Name

DATALINE SERVICES, INC.

EIN

39-1812467

Address

6912 WEST NORTH AVENUE · WAUWATOSA, WI · 53213

Phone

(414) 774-4893

Industry

Utilitiessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-08-01

Tax period

2024-07-31

Filed

2025-05-16

Pension benefit codes

1A · Pay-related DB formula

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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