Plan Snapshot
- Plan Sponsor: Crow Wing Cooperative Power & Light Company
- Sponsor EIN: 410208552
- Sponsor Address: P.O. BOX 507, BRAINERD, MN, 56401
- Plan Type: 401(k)
- Plan Number: 011
- Total Participants: 141
- Total Assets: $44.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 141 | $44.5M | $0 | $0 |
| 2024 | 122 | $37.9M | $889,946 | $1.0M |
| 2023 | 114 | $33.1M | $794,356 | $919,004 |
| 2022 | 113 | $29.0M | $834,273 | $908,269 |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | Investment Advisor | $5,126 | — | $5,126 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,126
- Estimated Expense Ratio: 0.012% 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 | $4,581,848 | $5,126 | $300 | — | — |
| 2024 | $5,089 | $3,066 | — | — | — |
| 2023 | $17,766 | $2,407 | — | $10,375 | — |
| 2022 | $16,957 | $2,269 | — | — | — |