Plan Snapshot
- Plan Sponsor: Eau Claire Cooperative Oil Company
- Sponsor EIN: 390255640
- Sponsor Address: 4970 KANE ROAD, EAU CLAIRE, WI, 54703
- Plan Type: 401(k)
- Total Participants: 148
- Total Assets: $46.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 148 | $46.2M | $0 | $0 |
| 2024 | 147 | $38.4M | $0 | $0 |
| 2023 | 145 | $33.3M | $0 | $0 |
| 2019 | 104 | $20.1M | $0 | $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 |
|---|---|---|---|---|
| WIPFLI CPAS AND CONSULTANTS | 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 | $107,956 | — | $107,956 | — | — |
| 2024 | $80,291 | $68,293 | — | — | — |
| 2023 | $62,190 | — | $62,190 | — | — |
| 2019 | $53,883 | $45,699 | $8,184 | — | — |