# Burnett Dairy Co-Op 401(k) Plan
Source: https://planprovider.pro/companies/burnett-dairy-co-op-plan

> Burnett Dairy Co-Op's 401(k) plan: 279 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

## Similar Plans

- [Mullins Cheese, INC.](https://planprovider.pro/companies/mullins-cheese-inc-plan-001) — 255 participants

- [Ellsworth Cooperative Creamery](https://planprovider.pro/companies/ellsworth-cooperative-creamery-401k-plan-002) — 242 participants

- [Schreiber Foods, INC.](https://planprovider.pro/companies/schreiber-foods-inc-plan-002) — 328 participants

- [West Point Dairy Products, LLC](https://planprovider.pro/companies/west-point-dairy-products-llc-401k-plan) — 329 participants

- [Klondike Cheese Co.](https://planprovider.pro/companies/klondike-cheese-co-401k-plan) — 226 participants

- [Revela Foods, LLC](https://planprovider.pro/companies/revela-foods-llc-401k-plan) — 365 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/burnett-dairy-co-op-plan)

© 2026 PlanProvider.Pro