How big is Aging and Disability Resource's plan?

Aging and Disability Resource's plan reported $9.8M in assets and 72 participants for 2024.

Original filing (PDF)20250728082105NAL0001689041001

Aging and Disability Resource

Name: Aging and Disability Resource — 403(b) Thrift Plan, Form 5500 (2024)
Creator: Aging and Disability Resource
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

403(b) Thrift Plan for Employees of Aging and Disability Resource Center of Brown County, Inc.

Defined-contribution retirement plan · Aging and Disability Resource's 403(b) Thrift Plan for Employees of Aging and Disability Resource Center of Brown County, Inc. held $9.8M in plan assets for 72 participants in 2024.

Active participants

Accounts w/ balance

102

Plan assets (EOY)

$9.8M

Net assets (EOY)

$9.8M

People on this filing

Heather Bawyn signed Aging and Disability Resource's 2024 Form 5500 as plan administrator.

Heather Bawyn — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Aging and Disability Resource's EIN is 39-1286261.

EIN 39-1286261

Plan number 002

Plan year 2024

ACK ID 20250728082105NAL0001689041001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Aging and Disability Resource from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Aging and Disability Resource's plan includes ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AGING AND DISABILITY RESOURCE.

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Plan health score

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

100

Helping the score