Original filing (PDF)20250729153101NAL0003574785001

WINONA FOODS INC.

Name: WINONA FOODS INC. — WINONA FOODS, INC. SAVINGS & RETIREMENT PLAN, Form 5500 (2024)
Creator: WINONA FOODS INC.

Form 5500

FILING_RECEIVED

WINONA FOODS, INC. SAVINGS & RETIREMENT PLAN

401(k) retirement plan

Active participants

293

Accounts w/ balance

353

Plan assets (EOY)

$15.2M

Net assets (EOY)

$15.0M

How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

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

Plan sponsor

Name

WINONA FOODS INC.

EIN

39-1835095

Address

1552 LINEVILLE ROAD · GREEN BAY, WI · 54313

Phone

(920) 593-6207

Industry

Wholesale Tradesee 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

2025-07-29

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ALERUS FINANCIAL, N.A.	45-6062081	—	NONE	$9K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
NICOLET NATIONAL BANK	—	GREEN BAY, WI	AUDITORS	$45K	—

Investments

29 direct securities· $15.0M(98% of reported assets)

Other securities

$14.1M

28 holdings

Cash / Money Market

$868K

1 holding

					% of plan
Fidelity 500 Index Fund Mutual fund	Other securities	—	—	$1.5M	9.6%
Vanguard Target Retirement 2030 Fund Mutual fund	Other securities	—	—	$1.3M	8.6%
Vanguard Target Retirement 2050 Fund Mutual fund	Other securities	—	—	$1.2M	7.9%
Vanguard Target Retirement 2045 Fund Mutual fund	Other securities	—	—	$1.1M	7.4%
Baird Core Plus Bond Fund Institutional Class Mutual fund	Other securities	—	—	$1.0M	6.7%
Harbor Capital Appreciation Fund Institutional Class Mutual fund	Other securities	—	—	$1.0M	6.6%
Alerus Money Market Fund Money market fund	Cash / Money Market	—	—	$868K	5.7%
Vanguard Target Retirement 2035 Fund Mutual fund	Other securities	—	—	$837K	5.5%
Vanguard Target Retirement 2055 Fund Mutual fund	Other securities	—	—	$771K	5.1%
Vanguard Target Retirement 2060 Fund Mutual fund	Other securities	—	—	$611K	4.0%
Vanguard Target Retirement 2025 Fund Mutual fund	Other securities	—	—	$521K	3.4%
Vanguard Target Retirement 2040 Fund Mutual fund	Other securities	—	—	$518K	3.4%
American Funds Washington Mutual Investors Fund R6 Mutual fund	Other securities	—	—	$518K	3.4%
Victory Sycamore Established Value Fund R6 Mutual fund	Other securities	—	—	$449K	2.9%
Vanguard Target Retirement 2065 Fund Mutual fund	Other securities	—	—	$393K	2.6%
Fidelity Short-Term Bond Index Fund Mutual fund	Other securities	—	—	$332K	2.2%
MFS Mid Cap Growth Fund R6 Mutual fund	Other securities	—	—	$273K	1.8%
Fidelity Extended Market Index Fund Mutual fund	Other securities	—	—	$269K	1.8%
November 2033 0	Other securities	—	—	$230K	1.5%
Victory Sycamore Small Company Opportunity Fund R6 Mutual fund	Other securities	—	—	$193K	1.3%
Vanguard Target Retirement 2020 Fund Mutual fund	Other securities	—	—	$187K	1.2%
Seven Canyons Small Cap Growth Fund Institutional Mutual fund	Other securities	—	—	$182K	1.2%
American Funds New World Fund R6 Mutual fund	Other securities	—	—	$162K	1.1%
American Funds Capital World Bond Fund R6 Mutual fund	Other securities	—	—	$157K	1.0%
MFS International Diversified Income Fund R6 Mutual fund	Other securities	—	—	$148K	1.0%
T. Rowe Price Spectrum Conservative Allocation Fund Mutual fund ** 811 T. Rowe Price Spectrum Moderate Allocation Fund Mutual fund	Other securities	—	—	$126K	0.8%
T. Rowe Price Spectrum Moderate Growth Allocation Fund Mutual fund	Other securities	—	—	$52K	0.3%
American Funds New Perspective Fund R6 Mutual fund	Other securities	—	—	$22K	0.1%
Vanguard Target Retirement Income Fund Mutual fund	Other securities	—	—	$11K	<0.1%