Original filing (PDF)20250724091048NAL0005721168002

CHIPPEWA VALLEY FINANCIAL SERVICES, LLC

Name: CHIPPEWA VALLEY FINANCIAL SERVICES, LLC — CVFS 401(K) PLAN, Form 5500 (2024)
Creator: CHIPPEWA VALLEY FINANCIAL SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

CVFS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$495K

Net assets (EOY)

$495K

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 (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHIPPEWA VALLEY FINANCIAL SERVICES, LLC.

Plan sponsor

Name

CHIPPEWA VALLEY FINANCIAL SERVICES, LLC

EIN

47-4185130all filings

Address

621 W PARK AVENUE · CHIPPEWA FALLS, WI · 54729

Phone

(715) 723-7009

Industry

Finance & Insurancesee all

Plan administrator