Original filing (PDF)20250701100807NAL0018345984001

THE FIRST DISTRICT ASSOCIATION

Name: THE FIRST DISTRICT ASSOCIATION — FIRST DISTRICT ASSOCIATION 401(K) PLAN, Form 5500 (2024)
Creator: THE FIRST DISTRICT ASSOCIATION

Form 5500-SF

FILING_RECEIVED

FIRST DISTRICT ASSOCIATION 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

110

Plan assets (EOY)

$11.2M

Net assets (EOY)

$11.2M

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 THE FIRST DISTRICT ASSOCIATION.

Plan sponsor

Name

THE FIRST DISTRICT ASSOCIATION

EIN

41-0255940

Address

101 SOUTH SWIFT AVE · LITCHFIELD, MN · 55355

Phone

(320) 693-3236

Industry

Manufacturingsee all

Plan administrator

Name

FUTUREPLAN FIDUCIARY SERVICES LLC

EIN

82-3719843

City

BOSTON, MA

Phone

(855) 711-5283

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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