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Original filing (PDF)20251217113249NAL0001853715001
TOEPFER SECURITY LLC
Form 5500-SF
FILING_RECEIVED
TOEPFER SECURITY LLC RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
Late filing · 1.0 mo
Active participants
17
Accounts w/ balance
9
Plan assets (EOY)
$6.4M
Net assets (EOY)
$6.4M
Plan health score (directional)
85
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
96
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- Filed 1.0 months past the 10.5-month grace window.
- 53% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TOEPFER SECURITY LLC.
Plan sponsor
Name
TOEPFER SECURITY LLC
EIN
93-3756381
Address
2215 CORPORATE DR · WAUKESHA, WI · 531897020
Phone
(262) 650-7233
Industry
Constructionsee 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
2025-12-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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