Original filing (PDF)20250317125946NAL0001602433001

PRECISE EDGE BENEFITS

Name: PRECISE EDGE BENEFITS — PRECISE EDGE BENEFITS RETIREMENT PLAN, Form 5500 (2024)
Creator: PRECISE EDGE BENEFITS

Form 5500-SF

FILING_RECEIVED

PRECISE EDGE BENEFITS RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRECISE EDGE BENEFITS.

Plan sponsor

Name

PRECISE EDGE BENEFITS

EIN

81-2693597

Address

N3795 COUNTY ROAD BB · COLUMBUS, WI · 53925

Phone

(920) 623-9315

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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

2025-03-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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