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Original filing (PDF)20251015085808NAL0005599120001
STOCKBRIDGE-MUNSEE COMMUNITY
Form 5500
FILING_RECEIVED
STOCKBRIDGE-MUNSEE COMMUNITY ENTERPRISE 401(K) PLAN
401(k) retirement plan
Active participants
273
Accounts w/ balance
399
Plan assets (EOY)
$11.0M
Net assets (EOY)
$11.0M
How this plan invests
This plan
2 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STOCKBRIDGE-MUNSEE COMMUNITY.
Plan sponsor
Name
STOCKBRIDGE-MUNSEE COMMUNITY
EIN
39-1145449
Address
N8476 MOH HE CON NUCK ROAD · P.O. BOX 70 · BOWLER, WI · 54416
Phone
(715) 793-4111
Industry
Public Administrationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
REDW LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, LLC | 20-5916766 | — | RECORDKEEPER | $11K | — |
Investments
26 direct securities · 2 pooled funds· $11.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$10.8M
26 holdings
Common Collective Trust
$263K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Freedom Index 2030 Institutional Premium | — | — | — | $1.9M | 17.2% | |
| Fidelity Investments Fidelity Freedom Index 2025 Institutional Premium | — | — | — | $1.4M | 12.5% | |
| Fidelity Investments Fidelity Freedom Index 2035 Institutional Premium | — | — | — | $1.3M | 12.1% | |
| Fidelity Investments Fidelity Freedom Index 2040 Institutional Premium | — | — | — | $1.1M | 10.0% | |
| Fidelity Investments Fidelity Freedom Index 2045 Institutional Premium | — | — | — | $982K | 8.9% | |
| Participant notes receivable | — | — | $0 | $653K | 5.9% | |
| Fidelity Investments Fidelity Freedom Index 2050 Institutional Premium | — | — | — | $571K | 5.2% | |
| Fidelity Investments Fidelity 500 Index | — | — | — | $445K | 4.0% | |
| Fidelity Investments Fidelity Freedom Index 2020 Institutional Premium | — | — | — | $421K | 3.8% | |
| Fidelity Investments Fidelity Freedom Index 2055 Institutional Premium | — | — | — | $344K | 3.1% | |
| Baird Funds, Inc. Baird Aggregate Bond Institutional | — | — | — | $281K | 2.5% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $241K | 2.2% | |
| Capital Group American Funds EuroPacific Growth | — | — | — | $179K | 1.6% | |
| Fidelity Investments Fidelity Freedom Index 2060 Institutional Premium | — | — | — | $162K | 1.5% | |
| Vanguard Group Inc. Vanguard Mid Cap Index | — | — | — | $154K | 1.4% | |
| Harbor Capital Advisors, Inc. Harbor Capital Appreciation Fund Institutional | — | — | — | $146K | 1.3% | |
| Dodge & Cox Dodge & Cox Fund Class I | — | — | — | $130K | 1.2% | |
| Dimensional Fund Advisors DFA International Small Company Portfolio Institutional | — | — | — | $98K | 0.9% | |
| Vanguard Group Inc. Vanguard Small Cap Index | — | — | — | $92K | 0.8% | |
| Fidelity Investments Fidelity Freedom Index 2015 Institutional Premium | — | — | — | $78K | 0.7% | |
| Victory Capital Pioneer Strategic Income | — | — | — | $70K | 0.6% | |
| Fidelity Investments Fidelity Freedom Index 2065 Institutional Premium | — | — | — | $65K | 0.6% | |
| Wasatch Global Investors Wasatch Small Cap Growth | — | — | — | $50K | 0.4% | |
| Dimensional Fund Advisors DFA Emerging Markets Portfolio Institutional | — | — | — | $46K | 0.4% | |
| Vanguard Group Inc. Vanguard Real Estate Index | — | — | — | $42K | 0.4% | |
| Vanguard Group Inc. Vanguard Inflation-Protected Securities | — | — | — | $39K | 0.4% | |
| SMALL CAP VALUE FUND II GREAT GRAY TRUST COMPANY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $22K | 0.2% | |
| Fidelity Investments Fidelity Freedom Index Income Institutional Premium | — | — | — | $3K | <0.1% |
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