Original filing (PDF)20250918081533NAL0001192737001

MELINDA M. WILKE & ASSOCIATES, LLC

Name: MELINDA M. WILKE & ASSOCIATES, LLC — MELINDA M. WILKE & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MELINDA M. WILKE & ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

MELINDA M. WILKE & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$610K

Net assets (EOY)

$610K

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 average account balance (91st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MELINDA M. WILKE & ASSOCIATES, LLC.

Plan sponsor

Name

MELINDA M. WILKE & ASSOCIATES, LLC

EIN

68-0560569all filings

Address

9130 W LOOMIS · SUITE 1000 · FRANKLIN, WI · 53132

Phone

(414) 856-3061

Industry

Finance & Insurancesee all

Plan administrator