Plan Snapshot
- Plan Sponsor: Countrymark Cooperative Holding Corporation
- Sponsor EIN: 352157259
- Sponsor Address: 225 SOUTH EAST STREET SUITE 144, INDIANAPOLIS, IN, 46202
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 604
- Total Assets: $172.9M
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. |
|---|---|---|---|---|
| 2025 | 604 | $172.9M | $0 | $0 |
| 2024 | 511 | $149.7M | $6.4M | $5.2M |
| 2023 | 491 | $133.4M | $9.0M | $5.6M |
| 2022 | 468 | $114.8M | $8.3M | $4.5M |
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 ANNUITY INSURANCE COMPANY O | Recordkeeper | $96,576 | — | $96,576 |
| MERRILL LYNCH PIERCE FENNER & SMITH | Investment Advisor | $91,049 | — | $91,049 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $51,856 | — | $51,856 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $239,481
- Estimated Expense Ratio: 0.139% 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 | $14,630,004 | $142,905 | — | — | — |
| 2024 | $223,264 | $122,980 | — | — | — |
| 2023 | $193,281 | $106,030 | — | — | — |
| 2022 | $199,614 | $108,022 | — | — | $1,800 |