Original filing (PDF)20250328103947NAL0001560112001

SHAKESPEARE WEALTH MANAGEMENT LLC

Name: SHAKESPEARE WEALTH MANAGEMENT LLC — SHAKESPEARE WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: SHAKESPEARE WEALTH MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

SHAKESPEARE WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

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 SHAKESPEARE WEALTH MANAGEMENT LLC.

Plan sponsor

Name

SHAKESPEARE WEALTH MANAGEMENT LLC

EIN

39-1944977

Address

N22 W27847 EDGEWATER DRIVE · SUITE 101 · PEWAUKEE, WI · 53072

Phone

(262) 814-1600

Industry

Finance & Insurancesee 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

2025-03-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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