Original filing (PDF)20250717134448NAL0000191571001

JOLMA INSURANCE AND FINANCIAL SERVICES, INC

Name: JOLMA INSURANCE AND FINANCIAL SERVICES, INC — JOLMA INSURANCE & FINANCIAL SERVICES 401(K), Form 5500 (2024)
Creator: JOLMA INSURANCE AND FINANCIAL SERVICES, INC

Form 5500-SF

FILING_RECEIVED

JOLMA INSURANCE & FINANCIAL SERVICES 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$317K

Net assets (EOY)

$317K

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 JOLMA INSURANCE AND FINANCIAL SERVICES, INC.

Plan sponsor

Name

JOLMA INSURANCE AND FINANCIAL SERVICES, INC

EIN

81-1144626all filings

Address

2022 LAKE SHORE DR E · ASHLAND, WI · 54806

Phone

(715) 682-5900

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator