Original filing (PDF)20250630122859NAL0017279008001

MARISA I HORMEL TRUST

Name: MARISA I HORMEL TRUST — MARISA I HORMEL REVOCABLE TRUST, Form 5500 (2024)
Creator: MARISA I HORMEL TRUST

Form 5500-SF

FILING_RECEIVED

MARISA I HORMEL REVOCABLE TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$485K

Net assets (EOY)

$485K

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARISA I HORMEL TRUST.

Plan sponsor

Name

MARISA I HORMEL TRUST

EIN

26-4039842

Address

5340 NE 33RD AVENUE · FORT LAUDERDALE, FL · 33308

Phone

(561) 213-8084

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

FUTUREPLAN FIDUCIARY SERVICES , LLC

EIN

82-3719843

City

BOSTON, MA

Phone

(855) 711-5283

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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