Plan Snapshot
- Plan Sponsor: Country Partners Cooperative
- Sponsor EIN: 470303317
- Sponsor Address: 120 8TH ST PO BOX 80, GOTHENBURG, NE, 69138
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 331
- Total Assets: $10.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 331 | $10.0M | $0 | $0 |
| 2024 | 299 | $8.6M | $0 | $468,415 |
| 2023 | 303 | $7.9M | $0 | $471,510 |
| 2022 | 310 | $7.1M | $0 | $462,223 |
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 |
|---|---|---|---|---|
| UNITED BENEFITS GROUP | Other Service Provider | $8,961 | — | $8,961 |
| INTELLICENTS INVESTMENT SOLUTIONS I | Investment Advisor | $5,000 | — | $5,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,961
- Estimated Expense Ratio: 0.140% 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 | $1,058,324 | $5,000 | $4,027 | — | — |
| 2024 | $22,872 | $5,000 | $8,579 | — | — |
| 2023 | $8,635 | — | — | — | — |
| 2022 | $9,512 | $9,512 | — | — | — |