Original filing (PDF)20250624123640NAL0016730354001

MASRUD MCGUIRE, LLC

Name: MASRUD MCGUIRE, LLC — MASRUD MCGUIRE, LLC 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: MASRUD MCGUIRE, LLC

Form 5500-SF

FILING_RECEIVED

MASRUD MCGUIRE, LLC 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$168K

Net assets (EOY)

$168K

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 MASRUD MCGUIRE, LLC.

Plan sponsor

Name

MASRUD MCGUIRE, LLC

EIN

39-1986200all filings

Address

333 BUCHNER PLACE #225 · LA CROSSE, WI · 54603

Phone

(608) 785-2616

Industry

Real Estatesee 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

2025-06-24

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

PLISSNER FLORIDA CORP

PLISSNER FLORIDA CORP 401K PLAN

$168K · 4 participants

DEL HEDGEPATH DBA DEL PROPERTIES

DEL PROPERTIES 401(K) SAVINGS PLAN

$169K · 16 participants

JANSS IV RECREATION, INC.

JANSS IV RECREATION, INC. 401(K) PROFIT SHARING PLAN AND TRUST

$170K · 3 participants

OLIVEMILL PROPERTIES STAFF, LLC

OLIVEMILL PROPERTIES STAFF, LLC 401(K) PLAN

$170K · 19 participants

MILESTONE PROPERTY MANAGEMENT

MILESTONE PROPERTY MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.