Original filing (PDF)20250509170228NAL0030475346001

FAMILY VALUES AT WORK A MULTISTATE CONSORTIUM, INC.

Name: FAMILY VALUES AT WORK A MULTISTATE CONSORTIUM, INC. — FAMILY VALUES AT WORK 403(B) PLAN, Form 5500 (2024)
Creator: FAMILY VALUES AT WORK A MULTISTATE CONSORTIUM, INC.

Form 5500-SF

FILING_RECEIVED

FAMILY VALUES AT WORK 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FAMILY VALUES AT WORK A MULTISTATE CONSORTIUM, INC..

Plan sponsor

Name

FAMILY VALUES AT WORK A MULTISTATE CONSORTIUM, INC.

EIN

27-0321696

Address

207 EAST BUFFALO ST SUITE 501 · MILWAUKEE, WI · 53202

Phone

(414) 305-2268

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-09

Pension benefit codes

2M · 403(b)(7) custodial accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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