Original filing (PDF)20250919090945NAL0005063218001

WILLIAM J. KENNEDY HOLDING COMPANY

Name: WILLIAM J. KENNEDY HOLDING COMPANY — WOLF INDUSTRIES, INC. RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: WILLIAM J. KENNEDY HOLDING COMPANY

Form 5500-SF

FILING_RECEIVED

WOLF INDUSTRIES, INC. RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

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 WILLIAM J. KENNEDY HOLDING COMPANY.

Plan sponsor

Name

WILLIAM J. KENNEDY HOLDING COMPANY

EIN

83-2186109

Address

P.O. BOX 1818 · JANESVILLE, WI · 53547

Phone

(608) 752-8944

Industry

Management of Companies / Holdingssee all

Plan administrator

Name

WOLF INDUSTRIES, INC.

EIN

39-1464004

City

HARTLAND, WI

Phone

(262) 965-2121

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-19

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

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Management of Companies / Holdings plans

LINCOLN NATIONAL CORPORATION - HEALTH & WELFARE BENEFITS

LINCOLN NATIONAL CORPORATION LIFE AND HEALTH PLAN FOR RETIRED EMPLOYEES

$4.4M

QUANTUM LEAP PARTNERS, LLC

QUANTUM LEAP PARTNERS, LLC 401(K) PLAN

$4.4M · 79 participants

RSI HOLDING LLC

RSI HOLDING, LLC 401(K) SAVINGS AND INVESTMENT PLAN

$4.4M · 10 participants

OLIVER COMPANIES, INC.

OLIVER COMPANIES 401(K) PLAN

$4.4M · 599 participants

GRIFFIN SOIL GROUP, LLC

GRIFFIN SOIL GROUP 401(K) RETIREMENT PLAN