· 2022–2024 · DOL EFAST2

Warren Kozitza, Inc. — Warren Kozitza Profit Sharing, Form 5500 (2025)

Original filing (PDF)20260512082825NAL0006600609001

Warren Kozitza, Inc.

Form 5500-SF

FILING_RECEIVED

Warren Kozitza Profit Sharing Plan and Trust

401(k) retirement plan · Warren Kozitza, Inc.'s Warren Kozitza Profit Sharing Plan and Trust held $796K in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

5

Accounts w/ balance

6

Plan assets (EOY)

$796K

Net assets (EOY)

$796K

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

89

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WARREN KOZITZA, INC..

Plan sponsor

Name

WARREN KOZITZA, INC.

EIN

46-4265615all filings

Address

220 SOUTH MAIN · PO BOX 195 · RIVER FALLS, WI · 54022

Phone

(715) 425-6721

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2K · 401(m) arrangement

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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