Plan Snapshot
- Plan Sponsor: Volunteer Energy Cooperative
- Sponsor EIN: 620395590
- Sponsor Address: 18359 HIGHWAY 58 NORTH, DECATUR, TN, 37322
- Plan Type: DB
- Total Participants: 53
- Total Assets: $22.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 53 | $22.6M | $1.0M | $0 |
| 2023 | 56 | $21.0M | $0 | $0 |
| 2022 | 65 | $20.4M | $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 |
|---|---|---|---|---|
| WINNETT ASSOCIATES PLC | 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 | $108,854 | — | — | — | — |
| 2023 | $107,020 | — | — | — | — |
| 2022 | $32,850 | — | $24,930 | — | — |