Grande Associates Asset Accumulation Plan — Form 5500 plan (Grande Cheese Company)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Grande Associates Asset Accumulation Plan is a benefit plan reported by Grande Cheese Company under EIN 39-0867071 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,466 participants and $195,167,619 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Grande Cheese Company
- EIN
- 39-0867071
- Plan number
- 001
- Plan type
- 2
- Location
- Fond Du Lac, WI
- Latest filing year
- 2023
- Participants
- 1,466
- End-of-year plan assets
- $195,167,619
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,466 | H, C | 20241015101114NAL0029216769001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $195,167,619
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $195,167,619
- Net assets (BOY)
- $169,376,624
Income & contributions
- Employer contributions
- $4,352,460
- Participant contributions
- $9,433,227
- Total contributions
- $14,878,908
- Total income / additions
- $41,601,895
Expenses & distributions
- Benefits paid
- $15,605,746
- Administrative expenses
- $200,009
- Total expenses
- $15,810,900
- Net increase / (decrease)
- $25,790,995
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $166,955 | $0 | 2023 |
| Creative Planning Holdco, LLC | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Prudential Investment Management Se | NONE | $1,662 | $842 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Grande Cheese Company
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Fond Du Lac, WI
- Empower Annuity Insurance Company — Schedule C compensation
- Creative Planning Holdco, LLC — Schedule C compensation
- Prudential Investment Management Se — Schedule C compensation