· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
THE MILWEALTH GROUP LLC — THE MILWEALTH GROUP LLC 401(K) PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250607050727NAL0022383440001
THE MILWEALTH GROUP LLC
Form 5500-SF
FILING_RECEIVED
THE MILWEALTH GROUP LLC 401(K) PLAN & TRUST
401(k) retirement plan
Active participants
10
Accounts w/ balance
9
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
Plan health score (directional)
89
/ 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
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE MILWEALTH GROUP LLC
.
Find decision makers
Plan sponsor
Name
THE MILWEALTH GROUP LLC
EIN
39-1976985
Address
125 S 84TH STREET, · SUITE 130 · MILWAUKEE, WI · 53214
Phone
(414) 475-1369
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
DECISIONPOINT FINANCIAL, LLC
DECISIONPOINT FINANCIAL 401(K) PROFIT SHARING PLAN
$2.6M · 12 participants
EIGHTEEN SEVENTY LIMITED PARTNER
EIGHTEEN SEVENTY LIMITED PARTNERSHIP 401(K) PLAN
$2.6M · 9 participants
MARC J. FRANCO
MARC J. FRANCO 401(K) PLAN
$2.6M · 7 participants
REINIGER & ASSOCIATES, LLC
REINIGER & ASSOCIATES, LLC 401(K) PLAN
$2.6M · 4 participants
ALLEN TRUST COMPANY
ALLEN TRUST COMPANY 401(K) PLAN
$2.6M · 15 participants
100
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
WINTON CAPITAL US LLC
WINTON CAPITAL US LLC 401(K) RETIREMENT PLAN
$2.6M · 5 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
