Plan Snapshot
- Plan Sponsor: Cooperative Pension / Savings Board
- Sponsor EIN: 311257147
- Sponsor Address: 5750 CASTLE CREEK PARKWAY SUITE 245, INDIANAPOLIS, IN, 46250
- Plan Type: DB
- Total Participants: 2,374
- Total Assets: $229.2M
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. |
|---|---|---|---|---|
| 2024 | 2,374 | $229.2M | $18.9M | $0 |
| 2023 | 2,673 | $222.1M | $7.0M | $0 |
| 2022 | 2,896 | $213.3M | $10.4M | $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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | $31,080 | — | $31,080 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,080
- Estimated Expense Ratio: 0.014% 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 | $1,588,697 | $290,965 | $499,570 | $31,080 | — |
| 2023 | $1,685,108 | $274,033 | $487,465 | $27,195 | — |
| 2022 | $1,515,512 | $314,239 | $476,087 | — | $574,684 |