KITTELSEN, BARRY, WELLINGTON, & THOMPSON , SC RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
10
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score
91
/ 100
Grade A
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
69
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KITTELSEN, BARRY, WELLINGTON, & THOMPSON.
Plan sponsor
Name
KITTELSEN, BARRY, WELLINGTON, & THOMPSON
EIN
81-0987500
Address
916 - 17TH AVENUE · MONROE, WI · 53566
Phone
(608) 325-2191
Industry
Law Offices· Professional & Technical 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
2025-06-05
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2E · Profit-sharing
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
