# Eau Claire Cooperative Oil Company 401(k) Plan
Source: https://planprovider.pro/companies/eau-claire-cooperative-oil-company-390255640-002

> Eau Claire Cooperative Oil Company's 401(k) plan: 148 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **Plan Number:** 002

- **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.|

| 2024|148|$46.2M|$2.4M|$971,399|

| 2023|147|$38.4M|$2.2M|$888,332|

| 2022|145|$33.3M|$2.2M|$820,405|

| 2018|104|$20.1M|$1.4M|$573,282|

## 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|

| STANCORP FINANCIAL GROUP|Recordkeeper|$75,370|—|$75,370|

| EMPOWER ANNUITY INS CO OF AMERICA|Recordkeeper|$42,605|—|$42,605|

| ORGEL WEALTH MANAGEMENT, LLC|Investment Advisor|$40,998|—|$40,998|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $158,973

- **Estimated Expense Ratio:** 0.344% 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|

| 2024|$107,956|—|$107,956|—|—|

| 2023|$80,291|$68,293|—|—|—|

| 2022|$62,190|—|$62,190|—|—|

| 2018|$53,883|$45,699|$8,184|—|—|

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