Plan Ledger DOL Form 5500 · updated monthly

Cooperative Producers, Inc401(k)

UBG 401(K) - CPI · HASTINGS, NE · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Cooperative Producers, Inc reported $11,474 in plan administrative expenses for 2024: 0.19% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 fell from 0.21% to 0.19%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in Nebraska (436th of 565), and 578th of 945 in agriculture, forestry & fishing. active participation has grown from 323 to 382 since 2022.

Plan summary
Net assets, end of year$6,421,805
Participants with balances154
Active participants382
Employer contributions$0
Employee contributions$425,229
Employer contribution per active participant$0
Average account balance$41,700
Benefits paid to participants$567,959
Plan auditUnmodified (clean) audit opinion
AuditorMERIWEATHER,WILSON AND COMPANY PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$6.4M · 154 accts
2023$5.9M · 153 accts
2022$5.0M · 159 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,474
Investment management$5,000
Total administrative$11,474
The Cooperative Producers, Inc 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Cooperative Producers, Inc's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. 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 · 20243
UNITED BENEFITS GROUP · Contract administrator$6,474
INTELLICENTS INVESTMENT SOLUTIONS I · Investment advisory (plan)$5,000

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

Administrative cost history3
2024$11,474 · 0.19%
2023$9,434 · 0.17%
2022$11,724 · 0.21%
Similar plansAgriculture, Forestry & Fishing · Nebraska
Western Cooperative Co NE$9.7M · 0.20%
Trotter, Inc. NE$8.8M · 0.39%
Danielski Farms, Inc. NE$7.0M · 0.65%
Danielski Farms, Inc. NE$6.3M · 0.88%
Agp Grain Marketing, LLC NE$6.1M · 0.18%
Sandy Pine Systems, Inc. NE$5.5M · 1.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470206858 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.