Original filing (PDF)20250429111656NAL0000287955001

BRATLEY NWI LTD

Name: BRATLEY NWI LTD — BRATLEY NWI LTD RETIREMENT PLAN, Form 5500 (2024)
Creator: BRATLEY NWI LTD

Form 5500-SF

FILING_RECEIVED

BRATLEY NWI LTD RETIREMENT PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$849K

Net assets (EOY)

$849K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRATLEY NWI LTD.

Plan sponsor

Name

BRATLEY NWI LTD

EIN

46-5444120

Address

15571W COUNTY HWY B · PO BOX 307 · HAYWARD, WI · 54843

Phone

(715) 634-2609

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

2025-04-29

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

ZEIS MCGREEVEY FUNERAL HOME, INC.

ZEIS MCGREEVEY FUNERAL HOME, INC. PROFIT SHARING PLAN & TRUST

$849K · 5 participants

HINTON-TURNER FUNERAL HOME, INC.

HINTON-TURNER FUNERAL HOME, INC., INTEGRATED PROFIT SHARING PLAN

$847K · 6 participants

SOUTHERN FUNERAL GROUP II, LLC

SOUTHERN FUNERAL GROUP II, LLC, 401(K) PROFIT SHARING PLAN

$853K · 13 participants

FEERICK FUNERAL DIRECTORS

FEERICK FUNERAL DIRECTORS, INTEGRATED 401(K) PROFIT SHARING PLAN

$844K · 7 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.