Greene Niesen Insurance Agency INC DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Greene Niesen Insurance Agency INC
  • Sponsor EIN: 391779367
  • Sponsor Address: 6810 UNIVERSITY AVE, MIDDLETON, WI, 535622766
  • Plan Type: DC
  • Total Participants: 8
  • Total Assets: $840,405

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20258$840,405$0$85,270
20249$684,474$0$81,550
20239$814,261$0$80,907
202210$748,706$0$77,920

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