Plan Ledger DOL Form 5500 · updated monthly

Wholestone Farms Cooperative Inc401(k)

WHOLESTONE FARMS COOPERATIVE 401(K) PLAN · FREMONT, NE · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Wholestone Farms Cooperative Inc reported $118,121 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $4,325 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 2 years on file its reported administrative ratio fell from 0.42% to 0.30%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 151st-largest of 565 plans among Nebraska employers on file, and the 3,629th of 13,661 in manufacturing. In 2024, employees put in $1.65 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$40,760,833
Participants with balances195
Active participants217
Employer contributions$938,571
Employee contributions$1,547,336
Employer contribution per active participant$4,325
Average account balance$209,030
Benefits paid to participants$3,796,288
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$40.8M · 195 accts · $939K emplr
2023$37.3M · 197 accts · $854K emplr
2022$35.1M · 204 accts · $851K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$80,831
Investment management$37,290
Total administrative$118,121
The Wholestone Farms Cooperative Inc 401(k) match · 2024
Employer contribution per active participant$4,325
Median for plans this size$2,416
2024$4,325 per active participant
2023$4,124 per active participant
2022$3,748 per active participant

Wholestone Farms Cooperative Inc's 2024 employer contribution ran above the $2,416 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 · 20242
VPAG LLC DBA VISIONPOINT ADVISORY G · Investment advisory (plan)$37,290

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$118,121 · 0.30%
2023$146,516 · 0.40%
2022$170,616 · 0.42%
All plans at this employer2
WHOLESTONE FARMS COOPERATIVE 401(K) PLAN401(k)
WHOLESTONE FARMS COOPERATIVE BARGAINED EMPLOYEES 4401(k)
Same employer
Similar plansManufacturing · Nebraska
Landmark Implement, Inc. NE$45.0M · 0.42%
Standard Nutrition Company NE$43.4M · 0.23%
Kelley Bean Co. Inc. NE$33.1M · 0.71%
T-L Irrigation Co. NE$31.8M · 0.24%
Global Industries, Inc. NE$31.1M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 831174153 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.