Plan Snapshot
- Plan Sponsor: Core Electric Cooperative
- Sponsor EIN: 840235244
- Sponsor Address: 5496 NORTH US HIGHWAY 85, SEDALIA, CO, 80135
- Plan Type: DB
- Plan Number: 004
- Total Participants: 177
- Total Assets: $18.7M
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 | 177 | $18.7M | $0 | $0 |
| 2024 | 91 | $17.3M | $1.3M | $0 |
| 2023 | 83 | $16.9M | $914,368 | $0 |
| 2022 | 64 | $15.2M | $1.0M | $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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | 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 | $1,390,547 | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $1,456 | $1,456 | — | — | — |