Plan Snapshot
- Plan Sponsor: Panhandle Cooperative Association
- Sponsor EIN: 470360955
- Sponsor Address: 401 S BELTLINE HIGHWAY WEST, SCOTTSBLUFF, NE, 69361
- Plan Type: 401(k)
- Total Participants: 255
- Total Assets: $3.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 255 | $3.4M | $0 | $207,198 |
| 2023 | 238 | $2.9M | $0 | $196,420 |
| 2022 | 239 | $2.5M | $0 | $175,180 |
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 |
|---|---|---|---|---|
| GARDINER+COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GARDINER+COMPANY — Auditor
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 | $9,670 | $7,468 | — | — | — |
| 2023 | $8,554 | $6,350 | — | — | — |
| 2022 | $8,479 | — | $8,479 | — | — |