Plan Snapshot
- Plan Sponsor: United Farmers Cooperative
- Sponsor EIN: 410152490
- Sponsor Address: 705 EAST 4TH STREET P.O. BOX 461, WINTHROP, MN, 55396
- Plan Type: 401(k)
- Total Participants: 173
- Total Assets: $31.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 173 | $31.5M | $698,618 | $1.1M |
| 2023 | 176 | $28.3M | $692,226 | $1.0M |
| 2022 | 174 | $25.6M | $420,806 | $930,252 |
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 |
|---|---|---|---|---|
| GARDINER + COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GARDINER + COMPANY — 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 | $87,188 | $45,162 | $42,026 | — | — |
| 2023 | $77,853 | $39,905 | $37,948 | — | — |
| 2022 | $79,255 | $40,805 | $38,450 | — | — |