Plan Snapshot
- Plan Sponsor: Coop Shared Services, LLC
- Sponsor EIN: 814228205
- Sponsor Address: 1833 S. LINCOLN AVE., JEROME, ID, 83338
- Plan Type: 401(k)
- Total Participants: 2,138
- Total Assets: $99.2M
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 | 2,138 | $99.2M | $3.5M | $4.9M |
| 2023 | 2,008 | $89.1M | $3.5M | $4.7M |
| 2022 | 1,752 | $69.8M | $3.0M | $4.2M |
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 |
|---|---|---|---|---|
| MILLIMAN INC. | Recordkeeper | $56,497 | — | $56,497 |
| ALDRICH CPAS & ADVISORS LLP | Auditor | $21,000 | — | $21,000 |
| CHARLES SCHWAB INVESTMENT MGMT | Recordkeeper | $15,257 | — | $15,257 |
| AGRI-INVEST, LLC | Other Service Provider | $10,281 | — | $10,281 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN INC. — Recordkeeper
- ALDRICH CPAS & ADVISORS LLP — Auditor
- CHARLES SCHWAB INVESTMENT MGMT — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $103,035
- Estimated Expense Ratio: 0.104% 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 |
|---|---|---|---|---|---|
| 2024 | $127,337 | — | — | — | — |
| 2023 | $119,685 | — | — | — | — |
| 2022 | $117,236 | — | — | — | $102,930 |