Thomas Mathew signed Badger Valley Investments, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Badger Valley Investments, LLC's EIN is 26-3311496.
Download the official 2024 Form 5500 (PDF) for Badger Valley Investments, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Badger Valley Investments, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | ALISO VIEJO, CA | NONE | $16K | — |
| SPECTRUM EMPLOYEE BENEFITS, INC. | 20-1973276 | BRECKENRIDGE, MN | NONE | $16K | — |
| EIDE BAILLY, LLP | 45-0250958 | OKLAHOMA CITY, OK | NONE | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Equity Index Group Target Retirement 2045 Fund N/A | Mutual Funds | — | — | $571K | 14.3% | |
| Vanguard Equity Index Group Target Retirement 2050 Fund N/A | Common Collective Trusts | — | — | $457K | 11.5% | |
| Fidelity Investments 500 Index Fund N/A | Common Collective Trusts | — | — | $446K | 11.2% | |
| Vanguard Equity Index Group Target Retirement 2035 Fund N/A | Common Collective Trusts | — | — | $426K | 10.7% | |
| Vanguard Equity Index Group Target Retirement 2055 Fund N/A | Common Collective Trusts | — | — | $381K | 9.6% | |
| Vanguard Equity Index Group Target Retirement 2040 Fund N/A | Common Collective Trusts | — | — | $363K | 9.1% | |
| Notes Receivable from Participants Maturing 2025-2039 at interest rates of 4.50% - 9.50% - | Bonds / Notes | — | — | $305K | 7.7% | |
| Vanguard Equity Index Group Target Retirement 2030 Fund N/A | Common Collective Trusts | — | — | $274K | 6.9% | |
| Vanguard Equity Index Group Target Retirement 2065 Fund N/A | Common Collective Trusts | — | — | $177K | 4.4% | |
| Vanguard Equity Index Group Target Retirement 2060 Fund N/A | Common Collective Trusts | — | — | $172K | 4.3% | |
| Fidelity Investments International Index Fund N/A | Common Collective Trusts | — | — | $84K | 2.1% | |
| Fidelity Investments Extended Market Index Fund N/A | Common Collective Trusts | — | — | $79K | 2.0% | |
| Vanguard Equity Index Group Target Retirement 2020 Fund N/A | Common Collective Trusts | — | — | $74K | 1.8% | |
| Money Market Deposit Account * Charles Schwab Bank Savings N/A | Mutual Funds | — | — | $71K | 1.8% | |
| Fidelity Investments US Bond Index Fund N/A | Common Collective Trusts | — | — | $58K | 1.5% | |
| Vanguard Equity Index Group Target Retirement 2025 Fund N/A | Common Collective Trusts | — | — | $11K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
