Plan Snapshot
- Plan Sponsor: Burnett Dairy Co-Op
- Sponsor EIN: 391085908
- Sponsor Address: 11631 STATE ROAD 70, GRANTSBURG, WI, 54840
- Plan Type: 401(k)
- Total Participants: 279
- Total Assets: $10.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 279 | $10.3M | $724,718 | $1.0M |
| 2023 | 239 | $9.8M | $477,911 | $867,163 |
| 2022 | 208 | $8.0M | $416,176 | $723,974 |
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 |
|---|---|---|---|---|
| CARLSON SV | 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 |
|---|---|---|---|---|---|
| 2024 | $61,555 | — | $29,438 | — | — |
| 2023 | $44,799 | $5,176 | $1,500 | — | — |
| 2022 | $34,766 | — | $34,766 | — | — |