Plan Snapshot
- Plan Sponsor: Federated Co-Ops, INC.
- Sponsor EIN: 411986440
- Sponsor Address: 502 S 2ND STREET, PRINCETON, MN, 55371
- Plan Type: 401(k)
- Total Participants: 233
- Total Assets: $26.5M
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 | 233 | $26.5M | $748,555 | $1.0M |
| 2023 | 229 | $25.0M | $720,155 | $987,869 |
| 2022 | 223 | $21.3M | $596,686 | $917,275 |
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 |
|---|---|---|---|---|
| CARLSONSV LLP | 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 | $65,419 | $25,000 | — | — | — |
| 2023 | $54,687 | $25,000 | — | — | — |
| 2022 | $60,014 | — | $60,014 | — | — |