Team Spine Wisconsin, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Team Spine Wisconsin, INC.
  • Sponsor EIN: 800814835
  • Sponsor Address: W226N918 NORTHMOUND DR, WAUKESHA, WI, 53186
  • Plan Type: 401(k)
  • Total Participants: 18
  • Total Assets: $4.8M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202418$4.8M$0$124,388
202317$4.1M$0$117,950

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