Original filing (PDF)20251008114014NAL0002966883001

NEAR WEST SIDE PARTNERS INC

Name: NEAR WEST SIDE PARTNERS INC — NEAR WEST SIDE PARTNERS INC 401 K PROFIT SHARING PLAN TRUST, Form 5500 (2024)
Creator: NEAR WEST SIDE PARTNERS INC

Form 5500-SF

FILING_RECEIVED

NEAR WEST SIDE PARTNERS INC 401 K PROFIT SHARING PLAN TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$321K

Net assets (EOY)

$321K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

NEAR WEST SIDE PARTNERS INC

EIN

47-2708769

Address

801 N 27TH ST. · MILWAUKEE, WI · 53233

Phone

(414) 933-0640

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