Original filing (PDF)20250728082105NAL0001689041001

AGING AND DISABILITY RESOURCE

Name: AGING AND DISABILITY RESOURCE — 403(B) THRIFT PLAN FOR EMPLOYEES OF AGING AND DISABILITY RESOURCE CENTER OF BROWN COUNTY, INC., Form 5500 (2024)
Creator: AGING AND DISABILITY RESOURCE

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

Active participants

Accounts w/ balance

102

Plan assets (EOY)

$9.8M

Net assets (EOY)

$9.8M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AGING AND DISABILITY RESOURCE.

Plan sponsor

Name

AGING AND DISABILITY RESOURCE

EIN

39-1286261

Address

300 S ADAMS ST · GREEN BAY, WI · 543014516

Phone

(920) 448-4300

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

2025-07-28

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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