How big is Chippewa Valley Financial Services, LLC's plan?

Chippewa Valley Financial Services, LLC's plan reported $515K in assets and 7 participants for 2025.

Original filing (PDF)20260320154428NAL0005158145001

Chippewa Valley Financial Services, LLC

Name: Chippewa Valley Financial Services, LLC — Form 5500 Plan 001 (2025)
Creator: Chippewa Valley Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CVFS 401(k) Plan

401(k) retirement plan · Chippewa Valley Financial Services, LLC's CVFS 401(k) Plan held $515K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$515K

Net assets (EOY)

$515K

People on this filing

Kathleen Rice signed Chippewa Valley Financial Services, LLC's 2025 Form 5500 as plan administrator.

Kathleen Rice — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Chippewa Valley Financial Services, LLC's EIN is 47-4185130.

EIN 47-4185130

Plan number 001

Plan year 2025

ACK ID 20260320154428NAL0005158145001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Chippewa Valley Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Chippewa Valley Financial Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

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.

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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