Original filing (PDF)20250905131748NAL0028885984001

VILLAGE ASSOCIATES INC.

Name: VILLAGE ASSOCIATES INC. — VILLAGE ASSOCIATES INC. 401(K) PLAN AND TRUST, Form 5500 (2024)
Creator: VILLAGE ASSOCIATES INC.

Form 5500

FILING_RECEIVED

VILLAGE ASSOCIATES INC. 401(K) PLAN AND TRUST

401(k) retirement plan

Active participants

321

Accounts w/ balance

407

Plan assets (EOY)

$29.9M

Net assets (EOY)

$29.9M

How this plan invests

This plan

30 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 VILLAGE ASSOCIATES INC..

Plan sponsor

Name

VILLAGE ASSOCIATES INC.

EIN

85-2959197

Address

PO BOX 950 · PULASKI, WI · 54162

Phone

(920) 822-7161

Industry

Manufacturingsee 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

2025-09-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SVCS.	82-4555287	—	RECORDKEEPER	$7K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
EDWARD JONES	—	ST LOUIS, MO	INVESTMENT ADVISOR	$53K	—

Investments

30 direct securities· $29.9M(100% of reported assets)

Other securities

$29.7M

29 holdings

Cash / Money Market

$189K

1 holding

					% of plan
American Funds 2045 Target Date Fund	Other securities	—	—	$5.1M	16.9%
American Funds 2050 Target Date Fund	Other securities	—	—	$3.6M	12.1%
American Funds 2025 Target Date Fund	Other securities	—	—	$3.6M	11.9%
American Funds 2040 Target Date Fund	Other securities	—	—	$2.8M	9.5%
American Funds 2035 Target Date Fund	Other securities	—	—	$2.3M	7.8%
American Funds 2030 Target Date Fund	Other securities	—	—	$1.4M	4.8%
American Funds 2055 Target Date Fund	Other securities	—	—	$1.2M	3.8%
American Funds Growth Fund of America	Other securities	—	—	$1.1M	3.8%
American Funds American Balanced Fund	Other securities	—	—	$1.0M	3.4%
American Funds 2020 Target Date Fund	Other securities	—	—	$946K	3.2%
American Funds 2060 Target Date Fund	Other securities	—	—	$841K	2.8%
American Funds 2010 Target Date Fund	Other securities	—	—	$822K	2.7%
Lord Abbett Total Return Fund	Other securities	—	—	$713K	2.4%
T. Rowe Price Blue Chip Growth Advisor	Other securities	—	—	$663K	2.2%
Franklin Templeton Small Cap Value Fund	Other securities	—	—	$662K	2.2%
American Funds Capital Income Builder	Other securities	—	—	$549K	1.8%
American Funds New Perspective Fund	Other securities	—	—	$544K	1.8%
John Hancock Disciplined Value Mid Cap Fund	Other securities	—	—	$406K	1.4%
American Funds 2065 Target Date Fund	Other securities	—	—	$363K	1.2%
American Funds Fundamental Investors	Other securities	—	—	$299K	1.0%
American Funds Washington Mutual Fund	Other securities	—	—	$235K	0.8%
American Funds US Government Money Market	Cash / Money Market	—	—	$189K	0.6%
American Funds Capital World Growth and Income	Other securities	—	—	$181K	0.6%
American Funds Small Cap World Fund	Other securities	—	—	$161K	0.5%
American Funds New World Fund	Other securities	—	—	$94K	0.3%
Franklin Templeton Growth Fund	Other securities	—	—	$86K	0.3%
American Funds 2015 Target Date Fund	Other securities	—	—	$18K	<0.1%
Lord Abbett High Yield Fund	Other securities	—	—	$5K	<0.1%
American Funds US Government Securities	Other securities	—	—	$1K	<0.1%
American Funds 2070 Target Date Fund	Other securities	—	—	$1K	<0.1%