Original filing (PDF)20250418085722NAL0004751314001

BUSINESS & ESTATE ADVISERS OF WI INC.

Name: BUSINESS & ESTATE ADVISERS OF WI INC. — BUSINESS & ESTATE ADVISERS OF WI INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BUSINESS & ESTATE ADVISERS OF WI INC.

Form 5500-SF

FILING_RECEIVED

BUSINESS & ESTATE ADVISERS OF WI INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$543K

Net assets (EOY)

$543K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BUSINESS & ESTATE ADVISERS OF WI INC..

Plan sponsor

Name

BUSINESS & ESTATE ADVISERS OF WI INC.

EIN

85-3777249all filings

Address

738 N WILSON AVE · RICE LAKE, WI · 54868

Phone

(715) 434-0440

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator