Plan Snapshot
- Plan Sponsor: Premier Cooperative
- Sponsor EIN: 390527690
- Sponsor Address: 501 W. MAIN STREET, MT. HOREB, WI, 53572
- Plan Type: 401(k)
- Total Participants: 305
- Total Assets: $23.1M
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 | 305 | $23.1M | $585,116 | $1.2M |
| 2023 | 219 | $20.1M | $533,452 | $1.0M |
| 2022 | 254 | $18.7M | $489,774 | $917,524 |
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 |
|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN LLP — 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 | $82,477 | $39,869 | $42,608 | — | — |
| 2023 | $111,399 | $36,916 | $74,483 | — | — |
| 2022 | $75,141 | $37,004 | $38,137 | — | — |