How big is Outgamie County Historical Society, Inc.'s plan?

Outgamie County Historical Society, Inc.'s plan reported $1.1M in assets and 12 participants for 2024.

Original filing (PDF)20250724145035NAL0006353216001

Outgamie County Historical Society, Inc.

Name: Outgamie County Historical Society, Inc. — Form 5500 Plan 001 (2024)
Creator: Outgamie County Historical Society, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TIAA-CREF Retirement Plan for OCHS Staff

403(b) retirement plan · Outgamie County Historical Society, Inc.'s TIAA-CREF Retirement Plan for OCHS Staff held $1.1M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Michelle Lokken signed Outgamie County Historical Society, Inc.'s 2024 Form 5500 as plan administrator.

Michelle Lokken — 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

Outgamie County Historical Society, Inc.'s EIN is 39-1298304.

EIN 39-1298304

Plan number 001

Plan year 2024

ACK ID 20250724145035NAL0006353216001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Outgamie County Historical Society, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Outgamie County Historical Society, Inc.'s plan includes a 403(b) annuity, 403(b) custodial accounts.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OUTGAMIE COUNTY HISTORICAL SOCIETY, INC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

OUTGAMIE COUNTY HISTORICAL SOCIETY, INC

DBA

HISTORY MUSEUM AT THE CASTLE

EIN

all filings

Address

330 E COLLEGE AVE · APPLETON, WI · 549115715

Phone

(920) 735-9370

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