How big is Custer Financial Services' plan?

Custer Financial Services' plan reported $35K in assets and 4 participants for 2024.

Original filing (PDF)20250829104602NAL0011259649001

Custer Financial Services

Name: Custer Financial Services — Custer Financial, Form 5500 (2024)
Creator: Custer Financial Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Custer Financial Services 401(k) Plan

401(k) retirement plan · Custer Financial Services' Custer Financial Services 401(k) Plan held $35K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$35K

Net assets (EOY)

$35K

People on this filing

Betty Custer signed Custer Financial Services' 2024 Form 5500 as plan administrator.

Betty Custer — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Custer Financial Services' EIN is 45-4110779.

EIN 45-4110779

Plan number 001

Plan year 2024

ACK ID 20250829104602NAL0011259649001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Custer Financial Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Custer Financial Services' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CUSTER FINANCIAL SERVICES.

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

CUSTER FINANCIAL SERVICES

EIN

all filings

Address

406 SCIENCE DRIVE, SUITE 310 · MADISON, WI · 53711

Phone

(608) 238-8388

Industry

Finance & Insurance

Plan administrator