Plan Snapshot
- Plan Sponsor: Farm Service Cooperative
- Sponsor EIN: 420519835
- Sponsor Address: PO BOX 429, HARLAN, IA, 51537
- Plan Type: DC
- Total Participants: 123
- Total Assets: $10.3M
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 | 123 | $10.3M | $0 | $448,305 |
| 2023 | 130 | $9.1M | $0 | $439,840 |
| 2022 | 129 | $7.6M | $0 | $388,736 |
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 |
|---|---|---|---|---|
| MERIWETHER, WILSON AND CO., PLLC | 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 |
|---|---|---|---|---|---|
| 2024 | $12,470 | $3,287 | $7,183 | — | — |
| 2023 | $11,505 | $4,022 | $1,760 | — | — |
| 2022 | $11,863 | $3,722 | $8,141 | — | — |