Plan Snapshot
- Plan Sponsor: Western Cooperative Co
- Sponsor EIN: 470344432
- Sponsor Address: 724 W 3RD ST, ALLIANCE, NE, 69301
- Plan Type: 401(k)
- Total Participants: 195
- Total Assets: $9.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 195 | $9.7M | $91,755 | $587,159 |
| 2023 | 173 | $8.4M | $93,796 | $587,047 |
| 2022 | 174 | $7.5M | $80,058 | $530,448 |
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 |
|---|---|---|---|---|
| BERGANKDV, LLC | 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 | $18,369 | — | $11,579 | — | — |
| 2023 | $16,470 | — | $8,153 | — | — |
| 2022 | $12,765 | $12,765 | — | — | — |