# Outpost Natural Foods Cooperative 401(k) Plan
Source: https://planprovider.pro/companies/outpost-natural-foods-cooperative-391194880-001

> Outpost Natural Foods Cooperative's 401(k) plan: 305 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Outpost Natural Foods Cooperative

- **Sponsor EIN:** 391194880

- **Sponsor Address:** 3200 S. 3RD STREET, MILWAUKEE, WI, 53207

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 305

- **Total Assets:** $13.7M

## 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|305|$13.7M|$101,567|$422,017|

| 2023|291|$12.3M|$83,905|$360,189|

| 2022|274|$10.2M|$101,223|$380,472|

## 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|

| ALERUS FINANCIAL, N.A.|Investment Advisor|$23,494|—|$23,494|

| KESTRA FINANCIAL, INC.|Recordkeeper|$12,012|—|$12,012|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ALERUS FINANCIAL, N.A.](https://planprovider.pro/provider/intellicents-inc) — Investment Advisor

- [KESTRA FINANCIAL, INC.](https://planprovider.pro/provider/john-hancock) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $35,506

- **Estimated Expense Ratio:** 0.259% 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|$35,506|$12,013|$21,734|—|—|

| 2023|$33,890|$13,923|—|$3,176|—|

| 2022|$31,825|$21,021|—|—|—|

## Similar Plans

- [Rottinghaus Company, INC.](https://planprovider.pro/companies/rottinghaus-company-inc-401k-plan) — 687 participants

- [Rensha Corp. Dba Java Cat, LLC](https://planprovider.pro/companies/rensha-corp-401k-plan) — 5 participants

- [The Gravel Mountain Group, INC.](https://planprovider.pro/companies/the-gravel-mountain-group-inc-401k-plan) — 5 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/outpost-natural-foods-cooperative-391194880-001)

© 2026 PlanProvider.Pro