Original filing (PDF)20250210143750NAL0031829984001

ST. CROIX VALLEY FOUNDATION

Name: ST. CROIX VALLEY FOUNDATION — ST. CROIX VALLEY FOUNDATION RETIREMENT PLAN, Form 5500 (2024)
Creator: ST. CROIX VALLEY FOUNDATION

Form 5500-SF

FILING_RECEIVED

ST. CROIX VALLEY FOUNDATION RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$641K

Net assets (EOY)

$641K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ST. CROIX VALLEY FOUNDATION.

Plan sponsor

Name

ST. CROIX VALLEY FOUNDATION

EIN

41-1817315

Address

1830 HANLEY ROAD · SUITE 200 · HUDSON, WI · 540161551

Phone

(715) 386-9490

Industry

Other Services (ex. Public Admin)see 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

2025-02-10

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

ASSOCIATION OF SMALL BUSINESS DEVELOPMENT CENTERS

ASSOCIATION OF SMALL BUSINESS DEVELOPMENT CENTERS 401(K) PROFIT SHARING PLAN

$641K · 5 participants

TEXAS QUARTER HORSE ASSOCIATION

TEXAS QUARTER HORSE ASSOCIATION 401K PLAN

$641K · 5 participants

THE JOSHUA FUND

THE JOSHUA FUND 401(K) PLAN

$641K · 13 participants

THE ROYAL POINCIANA CHAPEL

THE ROYAL POINCIANA CHAPEL 401(K) PROFIT SHARING PLAN AND T

$641K · 11 participants

FILTER OF HOPE INC.

FILTER OF HOPE 403B RETIREMENT PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.