Original filing (PDF)20251015143637NAL0002464883001

ANDERSON, WILMARTH, VAN DER MAATEN AND FRETHEIM

Name: ANDERSON, WILMARTH, VAN DER MAATEN AND FRETHEIM — ANDERSON, WILMARTH, VAN DER MAATEN AND FRETHEIM 401K PROFIT SHARING, Form 5500 (2024)
Creator: ANDERSON, WILMARTH, VAN DER MAATEN AND FRETHEIM

Form 5500-SF

FILING_RECEIVED

ANDERSON, WILMARTH, VAN DER MAATEN AND FRETHEIM 401K PROFIT SHARING

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.6M

Net assets (EOY)

$7.6M

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 ANDERSON, WILMARTH, VAN DER MAATEN AND FRETHEIM.

Plan sponsor

Name

ANDERSON, WILMARTH, VAN DER MAATEN AND FRETHEIM

EIN

42-1221779

Address

P.O. BOX 450 · DECORAH, IA · 521010450

Phone

(319) 382-2959

Industry

Law Offices· Professional & Technical Servicessee 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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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 Law Offices plans

MCCOY RUSSELL LLP

MCCOY RUSSELL LLP 401(K) RETIREMENT PLAN

$7.6M · 64 participants

BARRY AXELROD, A PROFESSIONAL CORP.

BARRY AXELROD, A PROFESSIONAL CORP. 401(K) PROFIT SHARING PLAN

$7.6M

WILLIAMS LAW FIRM, P.C.

WILLIAMS LAW FIRM, P.C. PROFIT SHARING 401(K) PLAN

$7.6M · 15 participants

SSP LAW CO., LPA

SSP LAW 401(K) PLAN

$7.6M · 29 participants

FISHER MAAS HOWARD LLOYD & WHEELER, P.C.

FISHER MAAS HOWARD LLOYD & WHEELER, P. C. 401(K) PLAN