Original filing (PDF)20250625162628NAL0011494080002

JULIE COOMBS

Name: JULIE COOMBS — JULIE COOMBS DBA STORM FISCHER INVESTMENT GROUP RETIREMENT TRUST, Form 5500 (2024)
Creator: JULIE COOMBS

Form 5500-SF

FILING_RECEIVED

JULIE COOMBS DBA STORM FISCHER INVESTMENT GROUP RETIREMENT TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$719K

Net assets (EOY)

$719K

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 average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

JULIE COOMBS

DBA

STORM FISCHER INVESTMENT GROUP

EIN

84-3870421

Address

16655 W WISCONSIN AVENUE · SUITE 105 · BROOKFIELD, WI · 53005

Phone