· 2022–2024 · DOL EFAST2

Marisa I Hormel Trust — Marisa I. Hormel Revocable, Form 5500 (2025)

Original filing (PDF)20260626140233NAL0016684466001

Marisa I Hormel Trust

Form 5500-SF

FILING_RECEIVED

Marisa I. Hormel Revocable Trust

401(k) retirement plan · Marisa I Hormel Trust's Marisa I. Hormel Revocable Trust held $787K in plan assets for 29 participants in 2025.

Active participants

29

Accounts w/ balance

23

Plan assets (EOY)

$787K

Net assets (EOY)

$787K

Plan health score

Top-tier plan health

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

61

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARISA I HORMEL TRUST.

Plan sponsor

Name

MARISA I HORMEL TRUST

EIN

26-4039842all filings

Address

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

Phone

(386) 235-0621

Industry

Other Services (ex. Public Admin)

Plan administrator

Name

FUTUREPLAN FIDUCIARY SERVICES, LLC

EIN

82-3719843

City

BOSTON, MA

Phone

(855) 711-5283

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-26

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

Related plans

Similar-size Other Services (ex. Public Admin) plans

Korean Community Services

Korean Community Services 401(k) Profit Sharing Plan & Trust

$787K · 117 participants

Home BASE Collaborative Counse

Home BASE Collaborative Counse 401(k) Profit Sharing Plan & Trust

$788K · 40 participants

Canova & Stone LLC

Canova & Stone LLC 401(k) Profit Sharing Plan & Trust

$787K · 6 participants

Advantage Imaging LLC

Advantage Imaging LLC Profit Sharing Plan

$787K · 17 participants

Indosoft Inc. 401(k) Profit Sharing Plan & Trust

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.