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Employer · plans filed under one EIN

Neuroscience Group of Northeast Wisconsin, S.C.

Neenah, WI · Health care and social assistance

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$50.6Mnet assets across plans
391participant records330 active
$2.6Memployer contributions, latest plan years$7,915 per active record
$137KSchedule C compensation to organisations$351.37 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Neuroscience Group of Northeast Wisconsin, S.C.'s employer identification number (Neenah, Wisconsin). Their latest filings total 391 participant records and $50.6M in net assets.

The largest is Neuroscience Group of Northeast Wisconsin,s.c. Profit Sharing Plan and Trust, a 401(k) plan with 219 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $2.6M and participant contributions $1.1M in the latest plan years; benefits paid were $1.2M. Schedule C compensation reported to service provider organisations totalled $137K.

Combined net assets moved from $24.4M in 2018 to $50.6M in 2024 (up 107%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Neuroscience Group of Northeast Wisconsin,s.c. Profit Sharing Plan and Trust401(k) plan2024219$32.6M$148,727$6,139$99K
Neuroscience Group of Northeast Wisconsin, S.C. Cash Balance Plancash balance pension plan2024172$18.0M$104,608$9,896$38K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2018: $24.4M2019: $30.8M2020: $35.6M2021: $37.5M2022: $35.6M2023: $43.8M2024: $50.6M$24.4M$50.6M2018202020222024
Combined net assets
2018: 2422019: 2502020: 3052021: 3232022: 3612023: 3612024: 3912423912018202020222024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242391$50.6M$2.6M$1.1M
20232361$43.8M$3.0M$1.1M
20222361$35.6M$3.0M$986K
20212323$37.5M$2.1M$817K
20202305$35.6M$2.0M$809K
20192250$30.8M$1.9M$758K
20182242$24.4M$2.4M$728K

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
CliftonLarsonAllen LLPInvestment advisory (plan)1$38,003
Morgan Stanley Wealth ManagementInvestment advisory (participants); Investment advisory (plan); Investment management1$36,138
Avaii Wealth ManagementInvestment advisory (participants); Investment management1$25,068
Pension Inc.Contract Administrator; Recordkeeping and information management; Consulting (pension); Trustee (directed)1$20,887
North Star Asset ManagementInvestment advisory (participants); Investment advisory (plan); Investment management1$10,542
Johnson Financial GroupInvestment advisory (participants); Investment advisory (plan); Investment management1$6,746

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

CliftonLarsonAllen LLP$38K
Morgan Stanley Wealth Management$36K
Avaii Wealth Management$25K
Pension Inc.$21K
North Star Asset Management$11K
Johnson Financial Group$6,746

Questions and answers

How many retirement plans does Neuroscience Group of Northeast Wisconsin, S.C. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Neuroscience Group of Northeast Wisconsin,s.c. Profit Sharing Plan and Trust and Neuroscience Group of Northeast Wisconsin, S.C. Cash Balance Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Neuroscience Group of Northeast Wisconsin, S.C. contribute to its plans?

$2,611,938 in employer contributions across these plans in their latest plan years, about $7,915 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name CliftonLarsonAllen LLP, Morgan Stanley Wealth Management, Avaii Wealth Management and Pension Inc. and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.