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: 1,020
- Total Assets: $27.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,020 | $27.9M | $852,340 | $1.1M |
| 2023 | 1,153 | $27.0M | $889,122 | $1.2M |
| 2022 | 1,098 | $26.8M | $1.3M | $1.0M |
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 | $109,223 | $25,939 | — | — | — |
| 2023 | $116,625 | $26,998 | — | — | — |
| 2022 | $136,680 | $101,698 | $18,799 | — | — |