Search public Form 5500 filings

Plans

• planCountry Visions Cooperative 401(K) Retirement Savings PlanFinancial statementProvider compensation2023 filing
  $35.9Mreported assets (EOY)
  Sponsor: Country Visions CooperativeEIN: 39-0562160Plan: 003Participants: 448Assets: $35,917,304Net assets: $35.9MAssets / participant: $80.2KLocation: Little Chute, WILatest: 2023
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• planHeartland Technology Group Savings And Retirement PlanFinancial statementProvider compensation2023 filing
  $30.6Mreported assets (EOY)
  Sponsor: Heartland Technology Group, Inc.EIN: 39-1659152Plan: 001Participants: 497Assets: $30,634,867Net assets: $30.6MAssets / participant: $61.6KLocation: Little Chute, WILatest: 2023
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• planTrilliant Food & Nutrition 401(K) PlanFinancial statementProvider compensation2023 filing
  $22Mreported assets (EOY)
  Sponsor: Trilliant Food & Nutrition, LLCEIN: 68-0496194Plan: 001Participants: 1,085Assets: $22,010,350Net assets: $21.9MAssets / participant: $20.3KLocation: Little Chute, WILatest: 2023
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• planVerve Retirement PlanFinancial statementProvider compensation2023 filing
  $21.9Mreported assets (EOY)
  Sponsor: Verve, A Credit UnionEIN: 39-0711674Plan: 033Participants: 406Assets: $21,930,926Net assets: $21.9MAssets / participant: $54KLocation: Little Chute, WILatest: 2023
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• planPaper Transport 401(K) PlanFinancial statementProvider compensation2023 filing
  $18.8Mreported assets (EOY)
  Sponsor: Paper Transport Holdings, LLCEIN: 87-1333853Plan: 003Participants: 1,144Assets: $18,842,286Net assets: $18.8MAssets / participant: $16.5KLocation: Little Chute, WILatest: 2023
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• planKaukauna Clinic, S.C. 401(K) And Retirement Savings PlanFinancial statement2023 filing
  $18.6Mreported assets (EOY)
  Sponsor: Kaukauna Clinic, S.C.EIN: 39-1189707Plan: 001Participants: 77Assets: $18,625,034Net assets: $18.6MAssets / participant: $241.9KLocation: Little Chute, WILatest: 2023
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• planAppleton Union Employees' 401(K) PlanFinancial statementProvider compensation2023 filing
  $17.9Mreported assets (EOY)
  Sponsor: Great Northern CorporationEIN: 39-0990697Plan: 003Participants: 219Assets: $17,904,293Net assets: $17.9MAssets / participant: $81.8KLocation: Little Chute, WILatest: 2023
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• planPrn Health Services, Inc. 401(K) PlanFinancial statementProvider compensation2023 filing
  $13.2Mreported assets (EOY)
  Sponsor: Prn Health Services, Inc.EIN: 39-1827789Plan: 001Participants: 1,850Assets: $13,177,439Net assets: $13.2MAssets / participant: $7.1KLocation: Little Chute, WILatest: 2023
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