Plan Ledger DOL Form 5500 · updated monthly

AG Partners Coop401(k)

AG PARTNERS COOP 401(K) RETIREMENT PLAN · GOODHUE, MN · plan year 2024

Reported admin expense ratio · 2024
0.22%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

AG Partners Coop reported $174,655 in plan administrative expenses for 2024: 0.22% of average plan assets, above the peer median. Employer contributions averaged $3,515 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.20% to 0.22%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 316th-largest of 1,918 plans among Minnesota employers on file, and the 2,136th of 13,661 in manufacturing. In 2024, employees put in $1.72 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$85,672,781
Participants with balances521
Active participants525
Employer contributions$1,845,600
Employee contributions$3,169,444
Employer contribution per active participant$3,515
Average account balance$164,439
Benefits paid to participants$4,655,749
Plan auditUnmodified (clean) audit opinion
AuditorCARLSONSV, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$85.7M · 521 accts · $1.8M emplr
2023$75.8M · 510 accts · $1.8M emplr
2022$66.5M · 500 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$58,298
Investment management$116,357
Total administrative$174,655
The AG Partners Coop 401(k) match · 2024
Employer contribution per active participant$3,515
Median for plans this size$3,635
2024$3,515 per active participant
2023$3,251 per active participant
2022$2,998 per active participant

AG Partners Coop's 2024 employer contribution ran below the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
ONEAMERICA · Recordkeeping · Custodial (securities)$58,298
INTELLICENTS, INC. · Investment advisory (plan) · Investment management$116,357

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$174,655 · 0.22%
2023$165,129 · 0.23%
2022$129,230 · 0.20%
Similar plansManufacturing · Minnesota
Tank Holding Corp. MN$86.7M · 0.15%
Acist Medical Systems, Inc. MN$86.4M · 0.04%
Natureworks LLC MN$85.1M · 0.05%
Rahr Corporation MN$84.4M · 0.27%
Fabcon Companies, LLC MN$83.7M · 0.23%
Mate Precision Technologies MN$83.6M · 0.10%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 411833687 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.