Original filing (PDF)20251217094146NAL0008544882001

CARL F. STATZ & SONS, INC.

Name: CARL F. STATZ & SONS, INC. — CARL F. STATZ & SONS, INC. 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: CARL F. STATZ & SONS, INC.

Form 5500-SF

FILING_RECEIVED

CARL F. STATZ & SONS, INC. 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARL F. STATZ & SONS, INC..

Plan sponsor

Name

CARL F. STATZ & SONS, INC.

EIN

39-6090024

Address

6101 HOGAN ROAD · WAUNAKEE, WI · 53597

Phone

(608) 849-4101

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-11-13

Filed

2025-12-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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