Original filing (PDF)20250523121805NAL0003391313001

THE COLLEEN FRENTZEL AGENCY

Name: THE COLLEEN FRENTZEL AGENCY — THE COLLEEN FRENTZEL AGENCY 401 (K) PLAN, Form 5500 (2024)
Creator: THE COLLEEN FRENTZEL AGENCY

Form 5500-SF

FILING_RECEIVED

THE COLLEEN FRENTZEL AGENCY 401 (K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$49K

Net assets (EOY)

$49K

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 (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE COLLEEN FRENTZEL AGENCY.

Plan sponsor

Name

THE COLLEEN FRENTZEL AGENCY

EIN

87-3684288all filings

Address

4407 MILTON AVE · JANESVILLE, WI · 53546

Phone

(608) 302-4101

Industry