Original filing (PDF)20240416142936NAL0001017937001

MILWAUKEE CFS COMPANY

Name: MILWAUKEE CFS COMPANY — MILWAUKEE CFS COMPANY 401(K), Form 5500 (2023)
Creator: MILWAUKEE CFS COMPANY

Form 5500-SF

FILING_RECEIVED

MILWAUKEE CFS COMPANY 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 MILWAUKEE CFS COMPANY.

Plan sponsor

Name

MILWAUKEE CFS COMPANY

EIN

83-0855046

Address

6905 67TH ST · UNIT 213 · KENOSHA, WI · 53142

Phone

(773) 733-3387

Industry

Manufacturingsee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

62-1874769

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-11-30

Filed

2024-04-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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$0 · 81 participants