2023 Form 5500 filing — Grande Associates Asset Accumulation Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015101114NAL0029216769001) for Grande Associates Asset Accumulation Plan, reported by Grande Cheese Company under EIN 39-0867071 and plan number 001. It reports 1,466 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015101114NAL0029216769001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Grande Cheese Company
- EIN
- 39-0867071
- Plan number
- 001
- Location
- Fond Du Lac, WI
- Participants
- 1,466
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $195,167,619
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $195,167,619
- Employer contributions
- $4,352,460
- Participant contributions
- $9,433,227
- Total income / additions
- $41,601,895
- Benefits paid
- $15,605,746
- Administrative expenses
- $200,009
- Total expenses
- $15,810,900
- Net increase / (decrease)
- $25,790,995
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $166,955 | $0 |
| Creative Planning Holdco, LLC | NONE | $30,000 | not reported in the loaded dataset |
| Prudential Investment Management Se | NONE | $1,662 | $842 |