Original filing (PDF)20250724145035NAL0006353216001

OUTGAMIE COUNTY HISTORICAL SOCIETY, INC

Name: OUTGAMIE COUNTY HISTORICAL SOCIETY, INC — TIAA-CREF RETIREMENT PLAN FOR OCHS STAFF, Form 5500 (2024)
Creator: OUTGAMIE COUNTY HISTORICAL SOCIETY, INC

Form 5500-SF

FILING_RECEIVED

TIAA-CREF RETIREMENT PLAN FOR OCHS STAFF

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 OUTGAMIE COUNTY HISTORICAL SOCIETY, INC.

Plan sponsor

Name

OUTGAMIE COUNTY HISTORICAL SOCIETY, INC

DBA

HISTORY MUSEUM AT THE CASTLE

EIN

39-1298304

Address

330 E COLLEGE AVE · APPLETON, WI · 549115715

Phone

(920) 735-9370

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-24

Pension benefit codes

2L · 403(b)(1) annuity

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

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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