Plan Snapshot
- Plan Sponsor: The Western Sugar Cooperative
- Sponsor EIN: 870658226
- Sponsor Address: 7555 E. HAMPDEN AVE., DENVER, CO, 80231
- Plan Type: 401(k)
- Total Participants: 410
- Total Assets: $33.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 410 | $33.4M | $1.7M | $1.2M |
| 2023 | 798 | $31.1M | $1.6M | $1.1M |
| 2022 | 1,220 | $29.4M | $1.6M | $1.2M |
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 |
|---|---|---|---|---|
| BROCK AND COMPANY,CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROCK AND COMPANY,CPAS P.C. — Auditor
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 | $78,642 | $57,035 | — | — | — |
| 2023 | $62,886 | $9,492 | $300 | — | — |
| 2022 | $68,475 | $13,409 | — | — | — |