Plan Ledger DOL Form 5500 · updated monthly

Countrymark Cooperative Holding Corporation401(k)

COUNTRYMARK SAVINGS PLAN · INDIANAPOLIS, IN · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Countrymark Cooperative Holding Corporation reported $223,264 in plan administrative expenses for 2024: 0.16% of average plan assets, above the peer median. Employer contributions averaged $12,455 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 has held roughly steady near 0.158%. 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 103rd-largest of 1,562 plans among Indiana employers on file, and the 1,417th of 13,661 in manufacturing. In 2024, the employer put in $1.22 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$149,704,027
Participants with balances622
Active participants511
Employer contributions$6,364,369
Employee contributions$5,209,167
Employer contribution per active participant$12,455
Average account balance$240,682
Benefits paid to participants$14,228,245
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$149.7M · 622 accts · $6.4M emplr
2023$133.4M · 633 accts · $9.0M emplr
2022$114.8M · 591 accts · $8.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$98,731
Investment management$122,980
Total administrative$223,264
The Countrymark Cooperative Holding Corporation 401(k) match · 2024
Employer contribution per active participant$12,455
Median for plans this size$3,635
2024$12,455 per active participant
2023$18,259 per active participant
2022$17,775 per active participant

Countrymark Cooperative Holding Corporation's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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 · 20245
MERRILL LYNCH PIERCE FENNER & SMITH · Investment advisory (plan)$79,987
EMPOWER ADVISORY GROUP, LLC · Investment management$42,993
CHARLES SCHWAB & CO., INC · Securities brokerage$1,253
QDRO CONSULTANTS CO LLC$300

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$223,264 · 0.16%
2023$193,281 · 0.16%
2022$199,614 · 0.16%
Same employer
Similar plansManufacturing · Indiana
Patrick Industries, Inc. IN$157.0M · 0.39%
Dexter Axle Company IN$156.8M · 0.14%
Kimball Electronics, Inc. IN$154.0M · 0.08%
Major Tool & Machine, Inc. IN$151.9M · 0.13%
Am General LLC IN$131.1M · 0.07%
Kirby Risk Corporation IN$129.4M · 0.13%
Steel Warehouse Company LLC IN$128.1M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 352157259 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.