# Valley Bakers Cooperative Association 401(k) Plan
Source: https://planprovider.pro/companies/valley-bakers-cooperative-association-401k-plan

> Valley Bakers Cooperative Association's 401(k) plan: 189 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|

## Similar Plans

- [Heartland Produce Co.](https://planprovider.pro/companies/heartland-produce-co-401k-plan) — 180 participants

- [Alsum Farms & Produce, INC.](https://planprovider.pro/companies/alsum-farms-produce-inc-401k-plan) — 208 participants

- [Indianhead Foodservice Distributor,INC](https://planprovider.pro/companies/indianhead-foodservice-distributor-inc-401k-plan) — 161 participants

- [V. Marchese, INC.](https://planprovider.pro/companies/v-marchese-inc-plan-001) — 153 participants

- [Certco, INC.](https://planprovider.pro/companies/certco-inc-401k-plan-002) — 228 participants

- [Certco, INC.](https://planprovider.pro/companies/certco-inc-401k-plan-003) — 249 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/valley-bakers-cooperative-association-401k-plan)

© 2026 PlanProvider.Pro