Search public Form 5500 filings

Plans

• planGrande Associates Asset Accumulation PlanFinancial statementProvider compensation2023 filing
  $195.2Mreported assets (EOY)
  Sponsor: Grande Cheese CompanyEIN: 39-0867071Plan: 001Participants: 1,466Assets: $195,167,619Net assets: $195.2MAssets / participant: $133.1KLocation: Fond Du Lac, WILatest: 2023
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• planFond Du Lac Regional Clinic, S.C. 401k Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $116.1Mreported assets (EOY)
  Sponsor: Fond Du Lac Regional Clinic, S.C.EIN: 39-1172740Plan: 001Participants: 126Assets: $116,079,135Net assets: $116.1MAssets / participant: $921.3KLocation: Fond Du Lac, WILatest: 2023
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• planSociety Insurance 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $100.7Mreported assets (EOY)
  Sponsor: Society Insurance, A Mutual CompanyEIN: 39-0711880Plan: 002Participants: 428Assets: $100,727,013Net assets: $100.7MAssets / participant: $235.3KLocation: Fond Du Lac, WILatest: 2023
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• planJ.F. Ahern Co. Profit Sharing And 401(K) PlanFinancial statementProvider compensation2023 filing
  $99.9Mreported assets (EOY)
  Sponsor: J.F. Ahern Co.EIN: 39-0123200Plan: 006Participants: 804Assets: $99,917,025Net assets: $99.9MAssets / participant: $124.3KLocation: Fond Du Lac, WILatest: 2023
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• planNational Exchange Bank And Trust Employees' Tax Savings PlanFinancial statementProvider compensation2023 filing
  $87.1Mreported assets (EOY)
  Sponsor: Neb CorporationEIN: 39-1210679Plan: 002Participants: 575Assets: $87,090,024Net assets: $87MAssets / participant: $151.5KLocation: Fond Du Lac, WILatest: 2023
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• planBadger Liquor Co., Inc. Employees' Profit Sharing, Savings & Investment PlanFinancial statementProvider compensation2023 filing
  $67.4Mreported assets (EOY)
  Sponsor: Badger Liquor Co., Inc.EIN: 39-6080278Plan: 003Participants: 685Assets: $67,432,797Net assets: $67.4MAssets / participant: $98.4KLocation: Fond Du Lac, WILatest: 2023
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• planExcel Engineering, Inc. 401(K) Retirement Savings PlanFinancial statementProvider compensation2023 filing
  $66.2Mreported assets (EOY)
  Sponsor: Excel Engineering, Inc.EIN: 39-1689347Plan: 001Participants: 338Assets: $66,154,701Net assets: $66.2MAssets / participant: $195.7KLocation: Fond Du Lac, WILatest: 2023
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• planWells Vehicle Electronics 401(K) Savings PlanFinancial statementProvider compensation2023 filing
  $49.2Mreported assets (EOY)
  Sponsor: Wells Vehicle Electronics, L.P.EIN: 06-1763647Plan: 003Participants: 598Assets: $49,201,707Net assets: $49.2MAssets / participant: $82.3KLocation: Fond Du Lac, WILatest: 2023
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