Original filing (PDF)20260123121736NAL0006838081001

FOX VALLEY FARM MANAGEMENT ASSOCIATION

Name: FOX VALLEY FARM MANAGEMENT ASSOCIATION — FOX VALLEY FARM MANAGEMENT RETIREMENT SAVINGS PLAN AND TRUST, Form 5500 (2024)
Creator: FOX VALLEY FARM MANAGEMENT ASSOCIATION

Form 5500-SF

FILING_RECEIVED

FOX VALLEY FARM MANAGEMENT RETIREMENT SAVINGS PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

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 FOX VALLEY FARM MANAGEMENT ASSOCIATION.

Plan sponsor

Name

FOX VALLEY FARM MANAGEMENT ASSOCIATION

EIN

39-0985900

Address

506 E. LONGVIEW DRIVE, SUITE C · APPLETON, WI · 54911

Phone

(920) 993-1366

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-01-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

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

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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