Original filing (PDF)20260112161729NAL0015315187001

WISYS TECHNOLOGY FOUNDATION, INC.

Name: WISYS TECHNOLOGY FOUNDATION, INC. — WISYS TECHNOLOGY FOUNDATION, INC. RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: WISYS TECHNOLOGY FOUNDATION, INC.

Form 5500-SF

FILING_RECEIVED

WISYS TECHNOLOGY FOUNDATION, INC. RETIREMENT SAVINGS PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 WISYS TECHNOLOGY FOUNDATION, INC..

Plan sponsor

Name

WISYS TECHNOLOGY FOUNDATION, INC.

EIN

39-1992463

Address

614 WALNUT STREET · 13TH FLOOR · MADISON, WI · 537262336

Phone

(608) 960-9839

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-01-12

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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