Plan Snapshot
- Plan Sponsor: Valley Bakers Cooperative Association
- Sponsor EIN: 390791280
- Sponsor Address: W6470 QUALITY DRIVE, GREENVILLE, WI, 54942
- Plan Type: 401(k)
- Total Participants: 189
- Total Assets: $18.5M
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. |
|---|---|---|---|---|
| 2025 | 189 | $18.5M | $0 | $0 |
| 2024 | 176 | $15.8M | $0 | $0 |
| 2023 | 178 | $12.7M | $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 |
|---|---|---|---|---|
| KELLY PARTNERS ATTEST SERVICES 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 |
|---|---|---|---|---|---|
| 2025 | $44,303 | $36,268 | — | — | — |
| 2024 | $35,980 | $29,620 | — | — | — |
| 2023 | $27,973 | $23,516 | — | — | — |