Assets by plan
Share of aggregate retirement assets
Filings through .
Family Services of Southern Wisconsin and Northern Illinois, Inc.
EIN 39-0833966Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
3
$1.9M assets
Health & Benefits
0
Participants
127
825 LIBERTY AVE - BELOIT, WI 53511608-365-1244
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $1.9M assets / 127 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF FAMILY SERVICES OF SOUTHERN WISCONSIN AND NORTHERN ILLINOIS, INC.
Profit-sharing
Assets$872K
Participants33
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
FAMILY SERVICES OF SOUTHERN WISCONSIN AND NORTHERN ILLINOIS, INC. 401(K) PLAN
401(k)
Assets$696K
Participants62
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#010
FAMILY SERVICES OF SOUTHERN WISCONSIN AND NORTHERN ILLINOIS, INC.
401(k)
Assets$380K
Participants32
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF FAMILY SERVICES OF SOUTHERN WISCONSIN AND NORTHERN ILLINOIS, INC. | Profit-sharing | $872K | 33 | 2024 |
| #003 | FAMILY SERVICES OF SOUTHERN WISCONSIN AND NORTHERN ILLINOIS, INC. 401(K) PLAN | 401(k) | $696K | 62 | 2025 |
| #010 | FAMILY SERVICES OF SOUTHERN WISCONSIN AND NORTHERN ILLINOIS, INC. | 401(k) | $380K | 32 | 2025 |
- #001 · Profit-sharing · 202433
- #003 · 401(k) · 202562
- #010 · 401(k) · 202532
Retirement plans