Original filing (PDF)20231130153006NAL0022948274001

WILLARD G PIERCE & JESSIE M PIERCE FOUNDATION

Name: WILLARD G PIERCE & JESSIE M PIERCE FOUNDATION — PIERCE FOUNDATION TAX DEFERRED RETIREMENT PLAN, Form 5500 (2022)
Creator: WILLARD G PIERCE & JESSIE M PIERCE FOUNDATION

Form 5500-SF

FILING_RECEIVED

PIERCE FOUNDATION TAX DEFERRED RETIREMENT PLAN

Defined-contribution retirement plan

Signals · 1

Late filing · 0.5 mo

Active participants

—

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

—

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLARD G PIERCE & JESSIE M PIERCE FOUNDATION.

Plan sponsor

Name

WILLARD G PIERCE & JESSIE M PIERCE FOUNDATION

EIN

38-2820095

Address

701 WEST CLOVERDALE ROAD · HASTINGS, MI · 49058

Phone

(269) 721-4470

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-11-30

Pension benefit codes

2G · Total participant-directed 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

Related plans

Similar-size Finance & Insurance plans

M&T BANK CORPORATION

EMPLOYEE STOCK OWNERSHIP PLAN OF PEOPLE'S UNITED FINANCIAL, INC.

ALERUS FINANCIAL

ALERUS FINANCIAL AGGRESSIVE GROWTH FUND

ORTHOS INC

ORTHOS INC CBIN BENEFIT PLAN

JIMENEZ FAMILY LIVING TRUST

JIMENEZ FAMILY LIVING TRUST 401K

PARKER FAMILY LIMITED PARTNERSHIP 401K PLAN