Plan Snapshot
- Plan Sponsor: Gold-Eagle Cooperative
- Sponsor EIN: 420243700
- Sponsor Address: 1505 W. BROADWAY, EAGLE GROVE, IA, 50533
- Plan Type: 401(k)
- Total Participants: 290
- Total Assets: $39.6M
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 | 290 | $39.6M | $600,176 | $1.7M |
| 2023 | 260 | $34.7M | $571,108 | $1.6M |
| 2022 | 253 | $31.0M | $534,567 | $1.6M |
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 | $55,123 | $17,133 | $23,990 | — | — |
| 2023 | $52,171 | $20,389 | $14,516 | — | — |
| 2022 | $52,199 | $20,525 | $31,674 | — | — |