Plan Snapshot
- Plan Sponsor: The Cooperative League Of The U.S.A.
- Sponsor EIN: 362007481
- Sponsor Address: 1775 I ST NW, WASHINGTON, DC, 200062418
- Plan Type: 401(k)
- Total Participants: 62
- Total Assets: $14.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 62 | $14.8M | $418,874 | $542,676 |
| 2023 | 59 | $14.0M | $408,180 | $598,357 |
| 2022 | 63 | $12.0M | $390,211 | $576,269 |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | 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 | $63,239 | $42,438 | $6,020 | — | — |
| 2023 | $60,784 | $39,913 | $5,513 | — | — |
| 2022 | $57,263 | $35,975 | $21,288 | — | — |