Plan Ledger DOL Form 5500 · updated monthly

Premier Cooperative401(k)

PREMIER COOP 401(K) PLAN · MT. HOREB, WI · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Premier Cooperative reported $82,477 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $1,918 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 0.382%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 778th-largest of 1,936 plans among Wisconsin employers on file, and the 1,684th of 4,246 in wholesale trade. In 2024, employees put in $2.00 for every $1.00 the employer contributed; active participation has grown from 254 to 305 since 2022.

Plan summary
Net assets, end of year$23,090,896
Participants with balances305
Active participants305
Employer contributions$585,116
Employee contributions$1,167,993
Employer contribution per active participant$1,918
Average account balance$75,708
Benefits paid to participants$1,101,599
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$23.1M · 305 accts · $585K emplr
2023$20.1M · 275 accts · $533K emplr
2022$18.7M · 274 accts · $490K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,608
Investment management$39,869
Total administrative$82,477
The Premier Cooperative 401(k) match · 2024
Employer contribution per active participant$1,918
Median for plans this size$2,416
2024$1,918 per active participant
2023$2,436 per active participant
2022$1,928 per active participant

Premier Cooperative's 2024 employer contribution ran below the $2,416 median for plans its size. 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 · 20242
LINCOLN NATIONAL CORPORATION · Contract administrator$42,608
ROBERT W. BAIRD, INC. · Investment advisory (plan)$39,869

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$82,477 · 0.38%
2023$111,399 · 0.57%
2022$75,141 · 0.38%
Similar plansWholesale Trade · Wisconsin
Ver Halen, Inc. WI$23.5M · 0.43%
The Delong Co Inc WI$23.2M · 0.39%
Fairchild Equipment, Inc. WI$22.8M · 0.35%
Johnson Tractor Inc WI$22.3M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390527690 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.