Plan Snapshot
- Plan Sponsor: Cooperative Regions Of Organic Producer Pools Cooperative, INC.
- Sponsor EIN: 391605145
- Sponsor Address: ONE ORGANIC WAY, LA FARGE, WI, 54639
- Plan Type: 401(k)
- Total Participants: 965
- Total Assets: $98.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 965 | $98.8M | $2.7M | $5.6M |
| 2023 | 969 | $83.7M | $2.5M | $5.4M |
| 2022 | 973 | $67.6M | $2.5M | $5.0M |
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 |
|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $45,543 | — | $45,543 |
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,543
- Estimated Expense Ratio: 0.046% 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 | $50,183 | $45,543 | — | — | — |
| 2023 | $38,020 | $34,627 | — | — | — |
| 2022 | $68,658 | — | $68,658 | — | — |