Original filing (PDF)20251113132815NAL0001087779001

CHAPTER 13 TRUSTEESHIP PER 28 USC 586

Name: CHAPTER 13 TRUSTEESHIP PER 28 USC 586 — REBECCA R. GARCIA CHAPTER 13 TRUSTEE 401(K) PLAN, Form 5500 (2024)
Creator: CHAPTER 13 TRUSTEESHIP PER 28 USC 586

Form 5500-SF

FILING_RECEIVED

REBECCA R. GARCIA CHAPTER 13 TRUSTEE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHAPTER 13 TRUSTEESHIP PER 28 USC 586.

Plan sponsor

Name

CHAPTER 13 TRUSTEESHIP PER 28 USC 586

EIN

47-2301675

Address

2950 UNIVERSAL CT. · OSHKOSH, WI · 54904

Phone

(920) 231-2150

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2025-11-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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