Original filing (PDF)20250314163956NAL0045067522001

SUTTON FINANCIAL GROUP, INC.

Name: SUTTON FINANCIAL GROUP, INC. — SUTTON FINANCIAL GROUP, INC. 401(K) TRUST, Form 5500 (2024)
Creator: SUTTON FINANCIAL GROUP, INC.

Form 5500-SF

FILING_RECEIVED

SUTTON FINANCIAL GROUP, INC. 401(K) TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$661K

Net assets (EOY)

$661K

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 (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUTTON FINANCIAL GROUP, INC..

Plan sponsor

Name

SUTTON FINANCIAL GROUP, INC.

EIN

99-5116957

Address

219 N RIVER ST. · SPOONER, WI · 54801

Phone

(715) 635-3136

Industry