Original filing (PDF)20250814162656NAL0005504019001

AFT-WISCONSIN

Name: AFT-WISCONSIN — AFT-WISCONSIN MONEY PURCHASE PENSION PLAN, Form 5500 (2024)
Creator: AFT-WISCONSIN

Form 5500-SF

FILING_RECEIVED

AFT-WISCONSIN MONEY PURCHASE PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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 AFT-WISCONSIN.

Plan sponsor

Name

AFT-WISCONSIN

EIN

39-0963086

Address

PO BOX 247 · COTTAGE GROVE, WI · 53527

Phone

(608) 662-1444

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-08-14

Pension benefit codes

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Service providers (Schedule C)

Small plans don't disclose service providers

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