Plan Snapshot
- Plan Sponsor: Equity Cooperative Livestock Sales Association
- Sponsor EIN: 390265540
- Sponsor Address: 401 COMMERCE AVENUE, BARABOO, WI, 53913
- Plan Type: 401(k)
- Total Participants: 269
- Total Assets: $8.6M
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 | 269 | $8.6M | $217,905 | $403,610 |
| 2023 | 250 | $9.1M | $196,138 | $386,335 |
| 2022 | 238 | $7.4M | $283,247 | $359,521 |
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 |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | Other Service Provider | $27,350 | — | $27,350 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,350
- Estimated Expense Ratio: 0.316% 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 | $29,240 | $1,890 | — | — | — |
| 2023 | $26,754 | $1,881 | — | — | — |
| 2022 | $27,798 | — | — | — | $27,798 |