Plan Snapshot
- Plan Sponsor: Frontier Cooperative
- Sponsor EIN: 203013069
- Sponsor Address: 3021 78TH STREET, NORWAY, IA, 52318
- Plan Type: 401(k)
- Total Participants: 544
- Total Assets: $53.6M
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 | 544 | $53.6M | $1.1M | $2.5M |
| 2023 | 484 | $47.6M | $1.1M | $2.4M |
| 2022 | 507 | $41.8M | $1.1M | $2.4M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $75,647 | — | $75,647 |
| COMMONWEALTH EQUITY SERVICES LLC DB | INVESTMENT ADVISOR | $52,348 | — | $52,348 |
| DAHM, KNAPP & ASSOCIATES, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DAHM, KNAPP & ASSOCIATES, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $127,995
- Estimated Expense Ratio: 0.239% 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 | $127,995 | $52,348 | — | — | — |
| 2023 | $117,351 | $52,500 | — | — | — |
| 2022 | $124,569 | — | $124,569 | — | — |