Original filing (PDF)20250311084227NAL0017363409001

WARREN KOZITZA, INC.

Name: WARREN KOZITZA, INC. — WARREN KOZITZA PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: WARREN KOZITZA, INC.

Form 5500-SF

FILING_RECEIVED

WARREN KOZITZA PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$606K

Net assets (EOY)

$606K

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 average account balance (88th 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 & Insurancesee 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

2025-03-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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