Plan Snapshot
- Plan Sponsor: Crystal Valley Cooperative
- Sponsor EIN: 410208969
- Sponsor Address: 1911 EXCEL DRIVE, MANKATO, MN, 560016281
- Plan Type: 401(k)
- Total Participants: 234
- Total Assets: $26.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 234 | $26.4M | $787,256 | $1.1M |
| 2023 | 283 | $22.9M | $750,182 | $1.1M |
| 2022 | 279 | $20.0M | $722,775 | $1.0M |
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 |
|---|---|---|---|---|
| GARDINER + COMPANY, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GARDINER + COMPANY, P.C. — Auditor
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 |
|---|---|---|---|---|---|
| 2024 | $63,055 | $23,583 | $39,472 | — | — |
| 2023 | $55,146 | $24,767 | $30,379 | — | — |
| 2022 | $57,847 | $22,871 | $30,758 | — | $4,218 |