Original filing (PDF)20250918171827NAL0001663393001

SOUTH 40 WESTERN WEAR, LLC

Name: SOUTH 40 WESTERN WEAR, LLC — SOUTH 40 401(K) PLAN, Form 5500 (2024)
Creator: SOUTH 40 WESTERN WEAR, LLC

Form 5500-SF

FILING_RECEIVED

SOUTH 40 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$882K

Net assets (EOY)

$882K

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 (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTH 40 WESTERN WEAR, LLC.

Plan sponsor

Name

SOUTH 40 WESTERN WEAR, LLC

EIN

84-4377090

Address

3487A CTY RD. D · WEST BEND, WI · 53090

Phone

(262) 334-2240

Industry

Retail Tradesee 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

2025-09-18

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

ROY J. DUNHAM & ASSOCIATES

ROY J. DUNHAM ASSOCIATES 401(K) RETIREMENT PLAN

$894K · 20 participants

GOODWILL INDUSTRIES OF WYOMING, INC.

GOODWILL OF WYOMING 401(K) PLAN

$866K · 65 participants

SWOON LLC

SWOON LLC 401(K) PROFIT SHARING PLAN & TRUST

$904K · 6 participants

AIK'S INC.

AIK'S INC. 401K PLAN

$914K · 10 participants

ERICA WILSON, INC.

ERICA WILSON, INC. PENSION PLAN

$844K · 5 participants