Plan Snapshot
- Plan Sponsor: Central Ohio Farmers Co-Op, INC/ Morral Companies, LLC
- Sponsor EIN: 311717226
- Sponsor Address: 751 E. FARMING ST., MARION, OH, 43302
- Plan Type: 401(k)
- Total Participants: 198
- Total Assets: $25.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 198 | $25.7M | $1.3M | $955,427 |
| 2023 | 187 | $22.7M | $851,702 | $1.2M |
| 2022 | 171 | $20.8M | $1.5M | $837,039 |
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 |
|---|---|---|---|---|
| BALESTRA, HARR, & SCHERER, CPAS INC | 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 | $51,622 | — | $51,622 | — | — |
| 2023 | $59,033 | — | $59,033 | — | — |
| 2022 | $46,657 | — | $46,657 | — | — |