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Original filing (PDF)20251014073038NAL0001090755001
FOREST COUNTY POTAWATOMI COMMUNITY
Form 5500
FILING_RECEIVED
FCP RETIREMENT PLAN
401(k) retirement plan
Active participants
3,667
Accounts w/ balance
4,821
Plan assets (EOY)
$143.6M
Net assets (EOY)
$143.6M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 23 bps in Schedule C fees — 128% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FOREST COUNTY POTAWATOMI COMMUNITY.
Plan sponsor
Name
FOREST COUNTY POTAWATOMI COMMUNITY
EIN
39-1225059
Address
P.O. BOX 340 · CRANDON, WI · 54520
Phone
(715) 478-7231
Industry
Other Services (ex. Public Admin)see 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
2025-10-14
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HAWKINS ASH CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $328K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Investments
30 direct securities · 1 pooled fund· $147.0M(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
$143.6M
30 holdings
Common Collective Trust
$3.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Target Date Retirement 2040 R6 Mutual Fund N/A | — | — | — | $16.3M | 11.4% | |
| American Funds Target Date Retirement 2030 R6 Mutual Fund N/A | — | — | — | $16.0M | 11.2% | |
| American Funds Target Date Retirement 2045 R6 Mutual Fund N/A | — | — | — | $15.9M | 11.0% | |
| American Funds Target Date Retirement 2035 R6 Mutual Fund N/A | — | — | — | $14.1M | 9.8% | |
| American Funds Target Date Retirement 2050 R6 Mutual Fund N/A | — | — | — | $11.4M | 8.0% | |
| American Funds Target Date Retirement 2025 R6 Mutual Fund N/A | — | — | — | $9.9M | 6.9% | |
| Vanguard 500 Index Adm Mutual Fund N/A | — | — | — | $9.7M | 6.8% | |
| American Funds Target Date Retirement 2055 R6 Mutual Fund N/A | — | — | — | $7.2M | 5.0% | |
| T. Rowe Price Blue Chip Growth I Mutual Fund N/A | — | — | — | $5.5M | 3.8% | |
| American Funds Target Date Retirement 2060 R6 Mutual Fund N/A | — | — | — | $5.1M | 3.6% | |
| American Funds Target Date Retirement 2020 R6 Mutual Fund N/A | — | — | — | $4.6M | 3.2% | |
| TRS Stable Pooled Investment Common/Collective Fund N/A | — | — | — | $3.4M | 2.4% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $3.4M | 2.4% | |
| Participant Loans Interest rates range from 4.25% to 9.50% - | — | — | — | $3.0M | 2.1% | |
| Fidelity Small Cap Gr K6 Mutual Fund N/A | — | — | — | $2.5M | 1.8% | |
| American Funds Washington Mutual R6 Mutual Fund N/A | — | — | — | $2.5M | 1.7% | |
| American Funds EuroPacific Growth R6 Mutual Fund N/A | — | — | — | $2.0M | 1.4% | |
| T. Rowe Price Mid Cap Growth I Mutual Fund N/A | — | — | — | $1.9M | 1.3% | |
| American Funds Target Date Retirement 2015 R6 Mutual Fund N/A | — | — | — | $1.8M | 1.3% | |
| JPMorgan Mid Cap Value L Mutual Fund N/A | — | — | — | $1.5M | 1.0% | |
| JPMorgan Small Cap Value Select Mutual Fund N/A | — | — | — | $1.4M | 1.0% | |
| Vanguard LifeStrategy Moderate Growth Mutual Fund N/A | — | — | — | $1.4M | 0.9% | |
| Vanguard LifeStrategy Growth Mutual Fund N/A | — | — | — | $1.2M | 0.8% | |
| PIMCO Total Return Instl Mutual Fund N/A | — | — | — | $1.1M | 0.8% | |
| Vanguard Total Bond Market Index Adm Mutual Fund N/A | — | — | — | $1.1M | 0.8% | |
| American Funds Target Date Retirement 2010 R6 Mutual Fund N/A | — | — | — | $887K | 0.6% | |
| DFA Emerging Mkts Core Eq I Mutual Fund N/A | — | — | — | $727K | 0.5% | |
| Vanguard LifeStrategy Income Mutual Fund N/A | — | — | — | $688K | 0.5% | |
| Vanguard LifeStrategy Conservative Growth Mutual Fund N/A | — | — | — | $441K | 0.3% | |
| Vanguard Federal Money Market Inv Mutual Fund N/A | — | — | — | $125K | <0.1% | |
| State Street Bank & Trust Co. Cash Reserve Account | — | — | — | $33K | <0.1% |
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