Plan Snapshot
- Plan Sponsor: Wholestone Farms Cooperative, INC.
- Sponsor EIN: 831174153
- Sponsor Address: 900 S. PLATTE AVENUE, FREMONT, NE, 68025
- Plan Type: 401(k)
- Total Participants: 217
- Total Assets: $40.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 217 | $40.8M | $938,571 | $1.5M |
| 2023 | 207 | $37.3M | $853,622 | $1.5M |
| 2022 | 227 | $35.1M | $850,792 | $1.5M |
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 |
|---|---|---|---|---|
| CROWE 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 |
|---|---|---|---|---|---|
| 2024 | $118,121 | $37,290 | — | — | — |
| 2023 | $146,516 | $38,824 | — | — | — |
| 2022 | $170,616 | $144,689 | $7,280 | — | — |