Plan Snapshot
- Plan Sponsor: Five Star Cooperative
- Sponsor EIN: 420179380
- Sponsor Address: 1949 N LINN AVE, NEW HAMPTON, IA, 50659
- Plan Type: DC
- Total Participants: 182
- Total Assets: $14.0M
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 | 182 | $14.0M | $0 | $722,033 |
| 2023 | 173 | $12.3M | $0 | $671,802 |
| 2022 | 159 | $10.3M | $0 | $677,704 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $19,226 | $5,428 | $11,198 | — | — |
| 2023 | $17,564 | $5,955 | $2,720 | — | — |
| 2022 | $17,352 | $4,741 | $12,611 | — | — |