Original filing (PDF)20250606163322NAL0012531537001

CARLSON BLACK OCALLAGHAN & BATTENBERG LLP

Name: CARLSON BLACK OCALLAGHAN & BATTENBERG LLP — CARLSON BLACK O'CALLAGHAN & BATTENBERG LLP 401(K) PLAN, Form 5500 (2024)
Creator: CARLSON BLACK OCALLAGHAN & BATTENBERG LLP

Form 5500-SF

FILING_RECEIVED

CARLSON BLACK O'CALLAGHAN & BATTENBERG LLP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

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 CARLSON BLACK OCALLAGHAN & BATTENBERG LLP.

Plan sponsor

Name

CARLSON BLACK OCALLAGHAN & BATTENBERG LLP

EIN

82-3842588

Address

222 W WASHINGTON AVE · SUITE 705 · MADISON, WI · 53703

Phone

(608) 888-1677

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

2025-06-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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