Original filing (PDF)20250916105548NAL0004908434001

MERCY WORKS FOUNDATION

Name: MERCY WORKS FOUNDATION — MERCY WORKS 401(K) PLAN, Form 5500 (2024)
Creator: MERCY WORKS FOUNDATION

Form 5500-SF

FILING_RECEIVED

MERCY WORKS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MERCY WORKS FOUNDATION.

Plan sponsor

Name

MERCY WORKS FOUNDATION

EIN

43-1954871

Address

PO BOX 7465 · APPLETON, WI · 54912

Phone

(920) 954-9861

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

2025-01-01

Tax period

2025-03-31

Filed

2025-09-16

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

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