Plan Snapshot
- Plan Sponsor: Farmers Win Cooperative
- Sponsor EIN: 420782088
- Sponsor Address: PO BOX 261, FREDERICKSBURG, IA, 50630
- Plan Type: 401(k)
- Total Participants: 226
- Total Assets: $13.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 226 | $13.5M | $327,307 | $636,778 |
| 2023 | 192 | $11.7M | $335,971 | $591,803 |
| 2022 | 186 | $9.8M | $306,302 | $553,925 |
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 | $13,586 | $499 | $10,527 | — | — |
| 2023 | $12,429 | $632 | $1,901 | — | — |
| 2022 | $11,260 | $170 | $11,090 | — | — |