Assets by plan
Share of aggregate retirement assets
53%top
Sponsor portfolio
UNION GROVE LUMBER & TRUE VALUE COMPANY
EIN 39-0669030Retail TradeLatest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
16
1024 10TH AVE - UNION GROVE, WI 53182262-878-1214
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 16 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
UNION GROVE LUMBER & TRUE VALUE COMPANY 401(K) / PROFIT SHARING PLAN
401k
Assets$855K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$753K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UNION GROVE LUMBER & TRUE VALUE COMPANY 401(K) / PROFIT SHARING PLAN | 401k | $855K | 10 | 2025 | |
| 002 | UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $753K | 6 | 2025 |
Retirement plans