Plan Snapshot
- Plan Sponsor: Cooperative Pension/Savings Board
- Sponsor EIN: 311257147
- Sponsor Address: 5750 CASTLE CREEK PKWY, INDIANAPOLIS, IN, 46250
- Plan Type: 401(k)
- Plan Number: 335
- Total Participants: 5,971
- Total Assets: $497.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 5,971 | $497.7M | $0 | $0 |
| 2024 | 4,519 | $455.5M | $14.3M | $20.8M |
| 2023 | 4,961 | $417.1M | $13.7M | $20.4M |
| 2022 | 4,526 | $356.7M | $12.7M | $19.4M |
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 |
|---|---|---|---|---|
| NEWPORT GROUP, INC. | Other Service Provider | $293,902 | — | $293,902 |
| BAKER & HOSTETLER LLP | Other Service Provider | $283,296 | — | $283,296 |
| OXFORD FINANCIAL GROUP, LTD. | Other Service Provider | $219,990 | — | $219,990 |
| NYHART | Other Service Provider | $185,130 | — | $185,130 |
| CHARLES SCHWAB TRUST BANK | Other Service Provider | $96,079 | — | $96,079 |
| FORVIS MAZARS LLP | Other Service Provider | $30,347 | — | $30,347 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,108,744
- Estimated Expense Ratio: 0.223% 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 |
|---|---|---|---|---|---|
| 2025 | $63,505,237 | $219,990 | $575,111 | $30,347 | — |
| 2024 | $1,001,213 | $278,590 | — | $25,910 | — |
| 2023 | $859,090 | $148,876 | — | $20,895 | — |
| 2022 | $830,365 | $240,542 | — | — | $213,332 |