Plan Snapshot
- Plan Sponsor: Ashland Food Cooperative
- Sponsor EIN: 930634581
- Sponsor Address: 237 NORTH FIRST STREET, ASHLAND, OR, 97520
- Plan Type: 401(k)
- Total Participants: 122
- Total Assets: $8.3M
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 | 122 | $8.3M | $193,449 | $339,377 |
| 2023 | 116 | $7.2M | $179,661 | $323,674 |
| 2022 | 111 | $5.9M | $183,045 | $324,040 |
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 |
|---|---|---|---|---|
| WEGNER CPAS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEGNER CPAS, LLP — 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 | $38,142 | $33,779 | $4,363 | — | — |
| 2023 | $33,023 | $28,945 | $4,078 | — | — |
| 2022 | $37,734 | $30,440 | $7,294 | — | — |