Plan Ledger DOL Form 5500 · updated monthly

Farmers Coop Assn and Vision AG, LLC401(k)

UBG 401(K) - FCA/VISION AG · KEOTA, IA · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Farmers Coop Assn and Vision AG, LLC reported $23,343 in plan administrative expenses for 2024: 0.45% of average plan assets, below the peer median. 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Iowa (698th of 878), and 3,593rd of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$5,315,958
Participants with balances107
Active participants139
Employer contributions$0
Employee contributions$363,815
Employer contribution per active participant$0
Average account balance$49,682
Benefits paid to participants$686,166
Plan auditUnmodified (clean) audit opinion
AuditorMARSHALL VANDER LINDEN CPA LPC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,667
Investment management$1,676
Total administrative$23,343
The Farmers Coop Assn and Vision AG, LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Farmers Coop Assn and Vision AG, LLC'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 · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$17,196
INTELLICENTS INVESTMENT SOLUTIONS I · Investment advisory (plan)$1,676
UNITED BENEFITS GROUP · Investment advisory (plan) · Contract administrator$1,671

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

Administrative cost history1
2024$23,343 · 0.45%
Similar plansWholesale Trade · Iowa
Pigott Inc IA$8.4M · 0.13%
Molo Oil Company IA$8.3M · 0.19%
Rainbo Oil Company IA$7.7M · 1.02%
United Beverage, Inc. IA$7.2M · 0.58%
C & S Products Co., Inc. IA$4.3M · 1.36%
Jmf Company IA$3.0M · 0.61%
Kendrick, Inc. IA$2.8M · 1.01%
A-Line E.D.S. Inc. IA$1.4M · 0.09%

Why are you looking at this plan?

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Source: U.S. Department of Labor, Form 5500 series, EIN 203411951 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.