Original filing (PDF)20250224160852NAL0016517088001

SEWALSON MILAZZO FINANCIAL CONSULTING GROUP, LLC

Name: SEWALSON MILAZZO FINANCIAL CONSULTING GROUP, LLC — SEWALSON MILAZZO FINANCIAL CONSULTING GROUP, LLC 401(K) PLAN, Form 5500 (2024)
Creator: SEWALSON MILAZZO FINANCIAL CONSULTING GROUP, LLC

Form 5500-SF

FILING_RECEIVED

SEWALSON MILAZZO FINANCIAL CONSULTING GROUP, LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$822K

Net assets (EOY)

$822K

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 SEWALSON MILAZZO FINANCIAL CONSULTING GROUP, LLC.

Plan sponsor

Name

SEWALSON MILAZZO FINANCIAL CONSULTING GROUP, LLC

EIN

88-0559091

Address

7400 W. 130TH STREET, SUITE 230 · OVERLAND PARK, KS · 66213

Phone

(913) 354-5402

Industry

Finance & Insurancesee all

Plan administrator