Plan Snapshot
- Plan Sponsor: Pro Cooperative
- Sponsor EIN: 420150820
- Sponsor Address: 17 3RD AVE NE, POCAHONTAS, IA, 505740189
- Plan Type: 401(k)
- Total Participants: 180
- Total Assets: $16.1M
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 | 180 | $16.1M | $92,938 | $570,925 |
| 2023 | 169 | $13.4M | $80,751 | $456,294 |
| 2022 | 158 | $12.2M | $75,860 | $462,669 |
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 | $18,131 | $3,045 | $11,466 | — | — |
| 2023 | $16,167 | $2,772 | $3,000 | — | — |
| 2022 | $17,057 | $3,061 | $13,996 | — | — |