Plan Snapshot
- Plan Sponsor: River Valley Cooperative
- Sponsor EIN: 420244210
- Sponsor Address: PO BOX 256, ELDRIDGE, IA, 527480256
- Plan Type: DB
- Total Participants: 12
- Total Assets: $13.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 12 | $13.5M | $0 | $0 |
| 2024 | 14 | $13.7M | $0 | $0 |
| 2023 | 25 | $13.2M | $0 | $0 |
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 |
|---|---|---|---|---|---|
| 2025 | $43,165 | $12,318 | — | — | — |
| 2024 | $38,179 | $11,730 | — | — | — |
| 2023 | $37,527 | $12,486 | — | — | $3,921 |