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Original filing (PDF)20250812102021NAL0007157267001
ZZ TERM - THE CHIPSTONE FOUNDATION
Form 5500-SF
FILING_RECEIVED
THE CHIPSTONE FOUNDATION RETIREMENT PLAN
403(b) retirement plan
Active participants
7
Accounts w/ balance
10
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZZ TERM - THE CHIPSTONE FOUNDATION.
Plan sponsor
Name
ZZ TERM - THE CHIPSTONE FOUNDATION
EIN
39-6096593
Address
750 N LINCOLN MEMORIAL DR STE 405 · MILWAUKEE, WI · 532024020
Phone
(414) 220-4321
Industry
Other Services (ex. Public Admin)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
2025-08-12
Pension benefit codes
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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