Plan Snapshot
- Plan Sponsor: Community Food Cooperative
- Sponsor EIN: 910899784
- Sponsor Address: 1220 NORTH FOREST STREET, BELLINGHAM, WA, 98225
- Plan Type: 401(k)
- Total Participants: 171
- Total Assets: $11.3M
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 | 171 | $11.3M | $224,852 | $342,599 |
| 2023 | 151 | $9.6M | $217,958 | $367,788 |
| 2022 | 140 | $8.5M | $238,331 | $383,148 |
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 |
|---|---|---|---|---|
| LARSON GROSS ASSURANCE PLLC | 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 | $47,107 | — | $43,870 | — | — |
| 2023 | $38,962 | — | — | — | — |
| 2022 | $39,030 | $39,030 | — | — | — |