Plan Snapshot
- Plan Sponsor: Aurora Cooperative Elevator Co.
- Sponsor EIN: 470095730
- Sponsor Address: 2225 Q STREET, AURORA, NE, 68818
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 820
- Total Assets: $73.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 820 | $73.4M | $0 | $0 |
| 2024 | 590 | $65.9M | $1.8M | $2.8M |
| 2023 | 535 | $57.6M | $1.6M | $2.5M |
| 2022 | 575 | $52.2M | $1.9M | $2.9M |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | Other Service Provider | $62,228 | — | $62,228 |
| GALLAGHER FIDUCIARY ADVISORS | Investment Advisor | $50,000 | — | $50,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $112,228
- Estimated Expense Ratio: 0.153% of plan assets
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 | $7,434,867 | $50,000 | $62,228 | — | — |
| 2024 | $74,532 | — | $74,532 | — | — |
| 2023 | $101,326 | $50,000 | — | — | — |
| 2022 | $49,297 | — | $49,297 | — | — |