Original filing (PDF)20250908095813NAL0019296369001

WIMMER & COMPANY, S.C.

Name: WIMMER & COMPANY, S.C. — WIMMER & COMPANY CASH BALANCE PLAN, Form 5500 (2024)
Creator: WIMMER & COMPANY, S.C.

Form 5500-SF

FILING_RECEIVED

WIMMER & COMPANY CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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 WIMMER & COMPANY, S.C..

Plan sponsor

Name

WIMMER & COMPANY, S.C.

EIN

39-1937875

Address

22 NORTH CARROLL STREET SUITE 200 · MADISON, WI · 53703

Phone

(608) 256-5223

Industry

All Other Professional Services· Professional & Technical Servicessee all

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

2025-09-08

Pension benefit codes

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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