Plan Snapshot
- Plan Sponsor: Stateline Cooperative
- Sponsor EIN: 421023410
- Sponsor Address: PO BOX 67, BURT, IA, 50522
- Plan Type: DB
- 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. |
|---|---|---|---|---|
| 2025 | 58 | $24.6M | $0 | $0 |
| 2024 | 65 | $24.6M | $0 | $0 |
| 2023 | 70 | $23.3M | $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 |
|---|---|---|---|---|
| MERIWETHER, WILSON AND CO., PLLC | 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 | $58,867 | $22,308 | — | — | — |
| 2024 | $59,045 | $20,965 | — | — | — |
| 2023 | $53,462 | $20,558 | — | — | $7,472 |