Plan Ledger DOL Form 5500 · updated monthly

New Pioneer Cooperative Society401(k)

NEW PIONEER COOPERATIVE SOCIETY SALARY REDUCTION PROFIT SHARING PLAN · IOWA CITY, IA · plan year 2024

Reported admin expense ratio · 2024
0.22%

New Pioneer Cooperative Society reported $10,458 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. 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 0.40% to 0.22%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Iowa (708th of 878), and 3,823rd of 5,215 in retail trade.

Plan summary
Net assets, end of year$4,775,284
Participants with balances139
Active participants105
Employer contributions—
Employee contributions$188,445
Employer contribution per active participant—
Average account balance$34,355
Benefits paid to participants$573,174
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.8M · 139 accts
2023$4.5M · 133 accts
2022$4.0M · 133 accts · $1K emplr
Administrative expenses, itemized · 2024
Trustee / custodial$10,458
Total administrative$10,458
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 · 20241
HILLS BANK AND TRUST COMPANY · Claims processing · Recordkeeping$10,458

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

Recordkeeper by year2
2024HILLS BANK AND TRUST COMPANY
2023HILLS BANK AND TRUST COMPANY

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

Administrative cost history3
2024$10,458 · 0.22%
2023$15,771 · 0.37%
2022$15,411 · 0.40%
Same employer
Similar plansRetail Trade · Iowa
Ed Stivers Ford, Inc. IA$6.0M · 0.42%
Community Motor Co., Inc. IA$5.9M · 0.09%
Vaughn Chevrolet, Inc. IA$4.5M · 0.01%
Hummel Brothers, Inc. IA$4.2M · 0.52%
Pat Clemons Inc IA$3.5M · 0.81%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 237140334 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.