# Stateline Cooperative DB Plan
Source: https://planprovider.pro/companies/stateline-cooperative-421023410-020

> Stateline Cooperative's DB plan: 58 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Stateline Cooperative

- **Sponsor EIN:** 421023410

- **Sponsor Address:** PO BOX 67, BURT, IA, 50522

- **Plan Type:** DB

- **Plan Number:** 020

- **Total Participants:** 58

- **Total Assets:** $24.6M

## 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.|

| 2024|58|$24.6M|$0|$0|

| 2023|65|$24.6M|$0|$0|

| 2022|70|$23.3M|$700,000|$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|

| PRINCIPAL FINANCIAL GROUP|Other Service Provider|$22,308|—|$22,308|

| MERCER|Other Service Provider|$7,883|—|$7,883|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $30,191

- **Estimated Expense Ratio:** 0.123% 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|$58,867|$22,308|—|—|—|

| 2023|$59,045|$20,965|—|—|—|

| 2022|$53,462|$20,558|—|—|$7,472|

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