Original filing (PDF)20250919123904NAL0002719344001

JOINT SCHOOL DIST 1 VILLAGE OF AUBURNDALE

Name: JOINT SCHOOL DIST 1 VILLAGE OF AUBURNDALE — JOINT SCHOOL DISTRICT NO. 1, VILLAGE OF AUBURNDALE MONEY PURCHASE PLAN, Form 5500 (2024)
Creator: JOINT SCHOOL DIST 1 VILLAGE OF AUBURNDALE

Form 5500-SF

FILING_RECEIVED

JOINT SCHOOL DISTRICT NO. 1, VILLAGE OF AUBURNDALE MONEY PURCHASE PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$529K

Net assets (EOY)

$529K

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 JOINT SCHOOL DIST 1 VILLAGE OF AUBURNDALE.

Plan sponsor

Name

JOINT SCHOOL DIST 1 VILLAGE OF AUBURNDALE

EIN

39-6000785

Address

PO BOX 139 · AUBURNDALE, WI · 544120139

Phone

(715) 652-2115

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-09-19

Pension benefit codes

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Service providers (Schedule C)

Small plans don't disclose service providers

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