Plan Snapshot
- Plan Sponsor: Ag Partners Coop
- Sponsor EIN: 411833687
- Sponsor Address: 101 S. BROADWAY ST., GOODHUE, MN, 550270218
- Plan Type: 401(k)
- Total Participants: 525
- Total Assets: $85.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 525 | $85.7M | $0 | $0 |
| 2024 | 555 | $75.8M | $0 | $0 |
| 2023 | 559 | $66.5M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CARLSONSV, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $174,655 | $116,357 | — | — | — |
| 2024 | $165,129 | $99,599 | — | — | — |
| 2023 | $129,230 | $129,230 | — | — | — |