Original filing (PDF)20250701130649NAL0012709905001

THREE PILARS WEALTH MANAGEMENT

Name: THREE PILARS WEALTH MANAGEMENT — Form 5500 (2024)
Creator: THREE PILARS WEALTH MANAGEMENT

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$128K

Net assets (EOY)

$128K

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 (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THREE PILARS WEALTH MANAGEMENT.

Plan sponsor

Name

THREE PILARS WEALTH MANAGEMENT

EIN

47-3426516all filings

Address

ONE PARKER PLACE · SUITE 600 · JANESVILLE, WI · 54545

Phone

(608) 352-7125

Industry