Original filing (PDF)20250214081305NAL0023756497001

SPECIALIZED MARKETING OF WISCONSIN, INC.

Name: SPECIALIZED MARKETING OF WISCONSIN, INC. — SPECIALIZED MARKETING OF WISCONSIN, INC. 401(K) PLAN, Form 5500 (2024)
Creator: SPECIALIZED MARKETING OF WISCONSIN, INC.

Form 5500-SF

FILING_RECEIVED

SPECIALIZED MARKETING OF WISCONSIN, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$831K

Net assets (EOY)

$831K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SPECIALIZED MARKETING OF WISCONSIN, INC..

Plan sponsor

Name

SPECIALIZED MARKETING OF WISCONSIN, INC.

EIN

39-1859136

Address

W226 N767 EASTMOUND DR · SUITE 1 · WAUKESHA, WI · 53186

Phone

(262) 798-1533

Industry

Professional & Technical Servicessee all

Plan administrator