Original filing (PDF)20250421220636NAL0006280848054

DR. JULIE MELBINGER-WAGNER SC

Name: DR. JULIE MELBINGER-WAGNER SC — DR. JULIE MELBINGER-WAGNER SC 401(K) PLAN, Form 5500 (2024)
Creator: DR. JULIE MELBINGER-WAGNER SC

Form 5500-SF

FILING_RECEIVED

DR. JULIE MELBINGER-WAGNER SC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$252K

Net assets (EOY)

$252K

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DR. JULIE MELBINGER-WAGNER SC.

Plan sponsor

Name

DR. JULIE MELBINGER-WAGNER SC

EIN

83-0945306

Address

11649 N PORT WASHINGTON RD · STE 112 · MEQUON, WI · 53092

Phone

(262) 240-0940

Industry