Plan Snapshot
- Plan Sponsor: Ag Plus Cooperative
- Sponsor EIN: 410251170
- Sponsor Address: 1100 E MAIN ST, MARSHALL, MN, 56258
- Plan Type: 401(k)
- Total Participants: 153
- Total Assets: $7.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 153 | $7.2M | $235,572 | $400,701 |
| 2023 | 159 | $6.6M | $229,095 | $355,356 |
| 2022 | 155 | $5.5M | $232,440 | $368,754 |
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 |
|---|---|---|---|---|
| GARDINER+COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GARDINER+COMPANY — Auditor
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 |
|---|---|---|---|---|---|
| 2024 | $24,213 | $5,000 | $7,413 | — | — |
| 2023 | $21,908 | $5,000 | $6,371 | — | — |
| 2022 | $16,198 | — | $16,198 | — | — |