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Filters:State: MN City: NEW ULM Clear all

Companies

companyWindings Inc.
$51.6Mreported plan assets
EIN: 41-1456407Location: MNPlans: 5Participants: 693Latest: 2023
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companyAssociated Milk Producers, Inc.
$152.7Mreported plan assets
EIN: 74-1649119Location: MNPlans: 3Participants: 4,012Latest: 2023
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companyMinnesota Valley Testing Laboratories, Inc.
$22.5Mreported plan assets
EIN: 41-0812450Location: MNPlans: 3Participants: 508Latest: 2023
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companyJ&R Schugel Holding, Inc.
$78.7Mreported plan assets
EIN: 41-1239449Location: MNPlans: 3Participants: 2,113Latest: 2023
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companyEon, Inc.
$8.9Mreported plan assets
EIN: 41-1355462Location: MNPlans: 2Participants: 411Latest: 2023
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companyNuvera Communications, Inc.
$27.5Mreported plan assets
EIN: 41-0440990Location: MNPlans: 2Participants: 473Latest: 2023
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companyBeacon Promotions
$3.9Mreported plan assets
EIN: 02-0688979Location: MNPlans: 1Participants: 118Latest: 2023
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companyCitizens Bank Minnesota
$18.1Mreported plan assets
EIN: 41-0190880Location: MNPlans: 1Participants: 144Latest: 2023
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Plans

planRetirement Plan For Employees Of Associated Milk Producers, Inc.Financial statementProvider compensation2023 filing
$84.6Mreported assets (EOY)
Sponsor: Associated Milk Producers, Inc.EIN: 74-1649119Plan: 001Participants: 1,214Assets: $84,592,928Net assets: $84.6MAssets / participant: $69.7KLocation: New Ulm, MNLatest: 2023
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planJ&R Schugel Trucking, Inc. Employee Stock Ownership Plan And TrustFinancial statement2023 filing
$69.1Mreported assets (EOY)
Sponsor: J&R Schugel Holding, Inc.EIN: 41-1239449Plan: 002Participants: 763Assets: $69,092,602Net assets: $66.5MAssets / participant: $90.6KLocation: New Ulm, MNLatest: 2023
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planAmpi 401(K) PlanFinancial statementProvider compensation2023 filing
$68.1Mreported assets (EOY)
Sponsor: Associated Milk Producers Inc.EIN: 74-1649119Plan: 102Participants: 1,332Assets: $68,134,495Net assets: $68.1MAssets / participant: $51.2KLocation: New Ulm, MNLatest: 2023
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planWindings, Inc. 2012 Amended And Restated Employee Stock Ownership PlanFinancial statement2023 filing
$40.4Mreported assets (EOY)
Sponsor: Windings Inc.EIN: 41-1456407Plan: 003Participants: 182Assets: $40,438,717Net assets: $28.4MAssets / participant: $222.2KLocation: New Ulm, MNLatest: 2023
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planNuvera Communications, Inc. Salary Savings PlanFinancial statementProvider compensation2023 filing
$27.5Mreported assets (EOY)
Sponsor: Nuvera Communications, Inc.EIN: 41-0440990Plan: 002Participants: 259Assets: $27,506,378Net assets: $27.5MAssets / participant: $106.2KLocation: New Ulm, MNLatest: 2023
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planMinnesota Valley Testing Laboratories, Inc. 401(K) Employee Savings & Retirement PlanFinancial statementProvider compensation2023 filing
$22.5Mreported assets (EOY)
Sponsor: Minnesota Valley Testing Laboratories, Inc.EIN: 41-0812450Plan: 001Participants: 247Assets: $22,538,597Net assets: $22.5MAssets / participant: $91.2KLocation: New Ulm, MNLatest: 2023
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planCitizens Bank Minnesota 401(K) Retirement PlanFinancial statementProvider compensation2023 filing
$18.1Mreported assets (EOY)
Sponsor: Citizens Bank MinnesotaEIN: 41-0190880Plan: 001Participants: 144Assets: $18,068,551Net assets: $18.1MAssets / participant: $125.5KLocation: New Ulm, MNLatest: 2023
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planWindings, Inc. 401(K) Salary Savings & Retirement PlanFinancial statementProvider compensation2023 filing
$11.2Mreported assets (EOY)
Sponsor: Careen, Inc. D/B/A Windings, Inc.EIN: 41-1456407Plan: 001Participants: 155Assets: $11,197,324Net assets: $11.2MAssets / participant: $72.2KLocation: New Ulm, MNLatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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