Plan Snapshot
- Plan Sponsor: Western Consolidated Co-Op
- Sponsor EIN: 411451849
- Sponsor Address: 520 COUNTY ROAD 9, HOLLOWAY, MN, 56249
- Plan Type: 401(k)
- Total Participants: 65
- Total Assets: $16.9M
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 | 65 | $16.9M | $454,240 | $471,814 |
| 2023 | 59 | $14.1M | $383,899 | $418,222 |
| 2022 | 55 | $11.6M | $360,150 | $397,907 |
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 |
|---|---|---|---|---|
| CARLSON SV CPAS & ADVISORS | 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 | $12,724 | $4,493 | $6,192 | — | — |
| 2023 | $12,499 | $5,445 | $2,200 | — | — |
| 2022 | $12,355 | $4,552 | $7,803 | — | — |