Original filing (PDF)20250717100606NAL0000104177001

SERVING OLDER ADULTS OF SOUTHEAST WISCONSIN, INC.

Name: SERVING OLDER ADULTS OF SOUTHEAST WISCONSIN, INC. — SERVING OLDER ADULTS 401(K) PLAN, Form 5500 (2024)
Creator: SERVING OLDER ADULTS OF SOUTHEAST WISCONSIN, INC.

Form 5500-SF

FILING_RECEIVED

SERVING OLDER ADULTS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$306K

Net assets (EOY)

$306K

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 SERVING OLDER ADULTS OF SOUTHEAST WISCONSIN, INC..

Plan sponsor

Name

SERVING OLDER ADULTS OF SOUTHEAST WISCONSIN, INC.

EIN

83-0637217

Address

4420 W VLIET ST · MILWAUKEE, WI · 53208

Phone

(414) 628-6755

Industry

Health Care & Social Assistancesee 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

2025-07-17

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)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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