Plan Snapshot
- Plan Sponsor: Cooperative Farmers Elevator
- Sponsor EIN: 420244070
- Sponsor Address: PO BOX 37, ROCK VALLEY, IA, 512470037
- Plan Type: DB
- Total Participants: 199
- Total Assets: $31.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 199 | $31.1M | $0 | $0 |
| 2024 | 218 | $28.9M | $0 | $0 |
| 2023 | 233 | $23.9M | $0 | $0 |
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 |
|---|---|---|---|---|
| MERIWETHER, WILSON AND CO., 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 |
|---|---|---|---|---|---|
| 2025 | $91,973 | $27,429 | — | — | — |
| 2024 | $195,116 | $23,408 | — | — | — |
| 2023 | $347,882 | $20,468 | — | — | $8,206 |