Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
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
Welfare
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 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF FAMILY SERVICES OF SOUTHERN WISCONSIN AND NORTHERN ILLINOIS, INC.
ProfitSharing
Assets$872K
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
FAMILY SERVICES OF SOUTHERN WISCONSIN AND NORTHERN ILLINOIS, INC. 401(K) PLAN
401k
Assets$696K
Participants62
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#010
FAMILY SERVICES OF SOUTHERN WISCONSIN AND NORTHERN ILLINOIS, INC.
401k
Assets$380K
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF FAMILY SERVICES OF SOUTHERN WISCONSIN AND NORTHERN ILLINOIS, INC. | ProfitSharing | $872K | 33 | 2024 | |
| 003 | FAMILY SERVICES OF SOUTHERN WISCONSIN AND NORTHERN ILLINOIS, INC. 401(K) PLAN | 401k | $696K | 62 | 2025 | |
| 010 | FAMILY SERVICES OF SOUTHERN WISCONSIN AND NORTHERN ILLINOIS, INC. | 401k | $380K | 32 | 2025 |
Retirement plans