Original filing (PDF)20250514132048NAL0012820867001

PES OF WI, LLC DBA PROFORMA EFFECTIVE SOLUTIONS

Name: PES OF WI, LLC DBA PROFORMA EFFECTIVE SOLUTIONS — PES OF WI, LLC RETIREMENT PLAN, Form 5500 (2024)
Creator: PES OF WI, LLC DBA PROFORMA EFFECTIVE SOLUTIONS

Form 5500-SF

FILING_RECEIVED

PES OF WI, LLC RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$80K

Net assets (EOY)

$80K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PES OF WI, LLC DBA PROFORMA EFFECTIVE SOLUTIONS.

Plan sponsor

Name

PES OF WI, LLC DBA PROFORMA EFFECTIVE SOLUTIONS

EIN

47-1187960

Address

N168 W20900 MAIN ST. · P.O. BOX 624 · JACKSON, WI · 53037

Phone

(262) 677-8262

Industry

Professional & Technical Servicessee all

Plan administrator