Original filing (PDF)20250723193747NAL0004538289001

THE WALTER S AND LUCIENNE B DRIS

Name: THE WALTER S AND LUCIENNE B DRIS — THE DRISKILL FOUNDATION 401(K), Form 5500 (2024)
Creator: THE WALTER S AND LUCIENNE B DRIS

Form 5500-SF

FILING_RECEIVED

THE DRISKILL FOUNDATION 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$223K

Net assets (EOY)

$223K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE WALTER S AND LUCIENNE B DRIS.

Plan sponsor

Name

THE WALTER S AND LUCIENNE B DRIS

EIN

61-1746102

Address

W5852 BUBBLING SPRINGS DR. · ELKHORN, WI · 53121

Phone

(312) 203-8935

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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