· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
NEUROSURGERY AND ENDOVASCULAR ASSOCIATES, S.C. — NEUROSURGERY AND ENDOVASCULAR ASSOCIATES, S.C. CASH BALANCE PENSION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250926053518NAL0003872643001
NEUROSURGERY AND ENDOVASCULAR ASSOCIATES, S.C.
Form 5500-SF
FILING_RECEIVED
NEUROSURGERY AND ENDOVASCULAR ASSOCIATES, S.C. CASH BALANCE PENSION PLAN
Defined-benefit pension plan
Active participants
15
Accounts w/ balance
—
Plan assets (EOY)
$5.8M
Net assets (EOY)
$5.8M
Plan health score (directional)
86
/ 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
75
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
NEUROSURGERY AND ENDOVASCULAR ASSOCIATES, S.C.
.
Find decision makers
Plan sponsor
Name
NEUROSURGERY AND ENDOVASCULAR ASSOCIATES, S.C.
EIN
39-1832237
Address
10500 W. LOOMIS ROAD, SUITE 120 · FRANKLIN, WI · 53132
Phone
(414) 488-1111
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-26
Pension benefit codes
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
3B · Covers self-employed individuals
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
Related plans
Similar-size Offices of Physicians plans
RETINA INSTITUTE OF ILLINOIS, P.C.
RETINA INSTITUTE OF ILLINOIS, P.C. PROFIT SHARING PLAN
$5.8M · 32 participants
HAMPTON FAMILY PRACTICE, PLLC
HAMPTON FAMILY PRACTICE, PLLC 401(K) PLAN
$5.8M · 42 participants
NEPHROLOGY CONSULTANTS OF GEORGIA, PC
NEPHROLOGY CONSULTANTS OF GEORGIA, PC 401(K) PROFIT SHARING PLAN
$5.8M · 30 participants
THOMAS W. PFENNIG, D.O., P.C.
THOMAS W. PFENNIG, D.O., P.C. PROFIT SHARING PLAN
$5.8M · 33 participants
ARLINGTON RIDGE PATHOLOGY, S.C.
100
Knocking points off
Plan is frozen (1I) — no new benefit accrual.
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.
ARLINGTON RIDGE PATHOLOGY, SC CASH BALANCE PENSION PLAN
$5.8M · 8 participants
ASSOCIATED PHYSICIANS OF WNY, P.C.
ASSOCIATED PHYSICIANS OF WNY, P. C. PROFIT SHARING PLAN
$5.8M · 33 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
