Original filing (PDF)20250715163730NAL0001785507001

MENOMINEE INDIAN TRIBE OF WISCONSIN

Name: MENOMINEE INDIAN TRIBE OF WISCONSIN — MENOMINEE INDIAN TRIBE OF WISCONSIN 401(K), Form 5500 (2023)
Creator: MENOMINEE INDIAN TRIBE OF WISCONSIN

Form 5500

FILING_RECEIVED

MENOMINEE INDIAN TRIBE OF WISCONSIN 401(K)

401(k) retirement plan

Active participants

1,316

Accounts w/ balance

1,324

Plan assets (EOY)

$58.7M

Net assets (EOY)

$58.7M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (17th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MENOMINEE INDIAN TRIBE OF WISCONSIN.

Plan sponsor

Name

MENOMINEE INDIAN TRIBE OF WISCONSIN

EIN

39-1205576

Address

TRIBAL OFFICES, LOOP ROAD · KESHENA, WI · 54135

Phone

(715) 799-5188

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

BRADY MARTZ & ASSOCIATES, P.C.

Trustee / custodian

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ALERUS FINANCIAL, N.A.	45-6062081	—	NONE	$128K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
NICOLET NATIONAL BANK	39-1990426	—	NONE	$133K	—

Investments

1 pooled fund· $5.8M(10% 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.