Original filing (PDF)20260205124620NAL0004580417001

CHESTERTON ACADEMY OF MILWAUKEE, INC.

Name: CHESTERTON ACADEMY OF MILWAUKEE, INC. — CHESTERTON ACADEMY OF MILWAUKEE, INC. 401(K) PLAN, Form 5500 (2024)
Creator: CHESTERTON ACADEMY OF MILWAUKEE, INC.

Form 5500-SF

FILING_RECEIVED

CHESTERTON ACADEMY OF MILWAUKEE, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$335K

Net assets (EOY)

$335K

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 (19th percentile).

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 CHESTERTON ACADEMY OF MILWAUKEE, INC..

Plan sponsor

Name

CHESTERTON ACADEMY OF MILWAUKEE, INC.

EIN

47-3602999

Address

N74 W13646 APPLETON AVENUE · MENOMONEE FALLS, WI · 53051

Phone

(262) 264-8660

Industry

Educational Servicessee all

Plan administrator