Original filing (PDF)20250603080444NAL0010543937001

CAVE OF THE MOUNDS, INC.

Name: CAVE OF THE MOUNDS, INC. — CAVE OF THE MOUNDS, INC. 401(K) PLAN, Form 5500 (2024)
Creator: CAVE OF THE MOUNDS, INC.

Form 5500-SF

FILING_RECEIVED

CAVE OF THE MOUNDS, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAVE OF THE MOUNDS, INC..

Plan sponsor

Name

CAVE OF THE MOUNDS, INC.

EIN

39-1197994

Address

2975 CAVE OF THE MOUNDS ROAD · P.O. BOX 148 · BLUE MOUNDS, WI · 53517

Phone

(608) 437-3038

Industry

Arts, Entertainment, Recreationsee 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

2025-06-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Arts, Entertainment, Recreation plans

THE BUFFALO AND ERIE COUNTY HISTORICAL SOCIETY

TIAA-CREF RETIREMENT PLAN

$3.3M · 47 participants

HISTORICAL SOCIETY OF WESTERN PENNSYLVANIA

PENSION PLAN FOR EMPLOYEES OF HISTORICAL SOCIETY OF WESTERN PENNSYLVANIA

$3.3M · 39 participants

THE HEARD MUSEUM

HEARD MUSEUM 401(K) PLAN

$3.3M · 103 participants

THE COLLEGE OF PHYSICIANS OF PHILADELPHIA

THE COLLEGE OF PHYSICIANS OF PHILADELPHIA 403B TAX DEFERRED ANNUITY PLAN

$3.3M · 49 participants

MCNAY ART MUSEUM