Plan Ledger DOL Form 5500 · updated monthly

Country Partners Cooperative401(k)

UBG 401(K)- COUNTRY PARTNERS COOP · GOTHENBURG, NE · plan year 2025

Reported admin expense ratio · 2025
0.10%

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

Country Partners Cooperative reported $9,027 in plan administrative expenses for 2025: 0.10% 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 3 years on file its reported administrative ratio fell from 0.11% to 0.10%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Nebraska (363rd of 565), and the 1,161st of 2,677 in transportation & warehousing.

Plan summary
Net assets, end of year$9,958,954
Participants with balances134
Active participants288
Employer contributions$0
Employee contributions$411,170
Employer contribution per active participant$0
Average account balance$74,321
Benefits paid to participants$1,030,685
Plan auditUnmodified (clean) audit opinion
AuditorGARDINER + COMPANY
Plan history4
Yearassets · accounts · employer contribution
2025$10.0M · 134 accts
2024$8.6M · 139 accts
2023$7.9M · 153 accts
2022$7.1M · 149 accts
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$4,027
Investment management$5,000
Total administrative$9,027
The Country Partners Cooperative 401(k) match · 2025
Employer contribution per active participant$0
Median for plans this size$1,464

Country Partners Cooperative's 2025 employer contribution ran below the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history4
2025$9,027 · 0.10%
2024$22,872 · 0.28%
2023$8,635 · 0.12%
2022$9,512 · 0.11%
Same employer
Similar plansTransportation & Warehousing · Nebraska
Tsl Company Holdings, LTD NE$23.5M · 0.54%
H&M Trucking, Inc. NE$20.1M · 0.04%
Grand Island Express, Inc. NE$14.7M · 0.30%
Lt Holdings, Inc. NE$9.9M · 0.90%
Sunrise Express, Inc. NE$4.8M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470303317 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.