Employers › Ag Partners Co-op
Recordkeeping fees per participant · AG Partners Coop 401(k) Retirement Plan · plan year 2024
$111.90
Higher than 79% of the 5,847 plans $50 to 250M that report it.
= $58,298 / 521
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260225151620NAL0006183442001, received 2026-02-25
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260225151620NAL0006183442001, received 2026-02-25
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-07-01 to 2025-06-30, filing received 2026-02-25.
Administrative expenses excluding investment management, per participant
$111.90
Higher than 60% of the 8,758 plans $50 to 250M that report it.
= $58,298 / 521
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260225151620NAL0006183442001, received 2026-02-25
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260225151620NAL0006183442001, received 2026-02-25
Administrative expenses per participant
$335.23
Higher than 89% of the 9,042 plans $50 to 250M that report it.
= $174,655 / 521
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260225151620NAL0006183442001, received 2026-02-25
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260225151620NAL0006183442001, received 2026-02-25
Administrative expenses as a share of assets
0.204%
Higher than 70% of the 9,049 plans $50 to 250M that report it.
= $174,655 / $85,708,268
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260225151620NAL0006183442001, received 2026-02-25
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260225151620NAL0006183442001, received 2026-02-25
Employer contributions per participant
$3,542
Higher than 63% of the 9,105 plans $50 to 250M that report it.
= $1,845,600 / 521
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260225151620NAL0006183442001, received 2026-02-25
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260225151620NAL0006183442001, received 2026-02-25
Employer share of total contributions
36.5%
Higher than 70% of the 9,112 plans $50 to 250M that report it.
= $1,845,600 / $5,055,214
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260225151620NAL0006183442001, received 2026-02-25
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260225151620NAL0006183442001, received 2026-02-25
Plan terms are not published in public filings.
2A age/service-weighted · 2E profit-sharing · 2J 401(k) feature · 2K 401(m) arrangement · 2F ERISA 404(c) plan · 2G fully participant-directed · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20260225151620NAL0006183442001, received 2026-02-25
| Field | Value | Source |
|---|---|---|
| Plan sponsor | AG PARTNERS COOP | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20260225151620NAL0006183442001, received 2026-02-25 |
| Plan name | AG PARTNERS COOP 401(K) RETIREMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20260225151620NAL0006183442001, received 2026-02-25 |
| Sponsor EIN / plan number | 41-1833687 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20260225151620NAL0006183442001, received 2026-02-25 |
| Plan type | multiple-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20260225151620NAL0006183442001, received 2026-02-25 |
| Sponsor location | GOODHUE, MN | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20260225151620NAL0006183442001, received 2026-02-25 |
| Industry (business code) | 311200, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20260225151620NAL0006183442001, received 2026-02-25 |
| Plan year | 2024-07-01 to 2025-06-30 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20260225151620NAL0006183442001, received 2026-02-25 |
| Filing received | 2026-02-25 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20260225151620NAL0006183442001, received 2026-02-25 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20260225151620NAL0006183442001, received 2026-02-25 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20260225151620NAL0006183442001, received 2026-02-25 |
| Participants, beginning of year | 676 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20260225151620NAL0006183442001, received 2026-02-25 |
| Active participants | 525 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20260225151620NAL0006183442001, received 2026-02-25 |
| Participants, end of year | 660 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20260225151620NAL0006183442001, received 2026-02-25 |
| Participants with an account balance | 521 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260225151620NAL0006183442001, received 2026-02-25 |
| Total assets, beginning of year | $75,830,921 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20260225151620NAL0006183442001, received 2026-02-25 |
| Total assets, end of year | $85,708,268 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260225151620NAL0006183442001, received 2026-02-25 |
| Net assets, end of year | $85,672,781 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20260225151620NAL0006183442001, received 2026-02-25 |
| Total income | $14,672,264 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20260225151620NAL0006183442001, received 2026-02-25 |
| Net income | $9,841,860 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20260225151620NAL0006183442001, received 2026-02-25 |
| Employer contributions | $1,845,600 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260225151620NAL0006183442001, received 2026-02-25 |
| Participant contributions | $3,169,444 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20260225151620NAL0006183442001, received 2026-02-25 |
| Other contributions (incl. rollovers) | $39,799 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20260225151620NAL0006183442001, received 2026-02-25 |
| Total contributions | $5,055,214 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260225151620NAL0006183442001, received 2026-02-25 |
| Benefit payments | $4,655,749 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20260225151620NAL0006183442001, received 2026-02-25 |
| Total expenses (incl. benefit payments) | $4,830,404 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20260225151620NAL0006183442001, received 2026-02-25 |
| Total administrative expenses | $174,655 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260225151620NAL0006183442001, received 2026-02-25 |
| Recordkeeping fees | $58,298 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260225151620NAL0006183442001, received 2026-02-25 |
| Investment advisory and management fees | $116,357 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20260225151620NAL0006183442001, received 2026-02-25 |
| Administrative expenses excluding investment management | $58,298 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260225151620NAL0006183442001, received 2026-02-25 |
| Held in common/collective trusts | $3,337,233 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20260225151620NAL0006183442001, received 2026-02-25 |
| Held in mutual funds | $81,265,369 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20260225151620NAL0006183442001, received 2026-02-25 |
| Independent auditor | CARLSONSV, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20260225151620NAL0006183442001, received 2026-02-25 |
Position = column in the DOL layout for form year 2024. Filing 20260225151620NAL0006183442001, received 2026-02-25.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| INTELLICENTS, INC. | INVESTMENT ADVISOR | 27 Investment advisory (plan); 28 Investment management | $116,357 | yes |
| ONEAMERICArecordkeeper | RECORDKEEPER | 15 Recordkeeping and information management; 19 Custodial (securities); 21 Trustee (bank, trust company or similar); 25 Trustee (directed); 37 Participant loan processing; 50 Direct payment from the plan; 64 Recordkeeping fees | $58,298 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20260225151620NAL0006183442001, received 2026-02-25.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $75,830,921 | $85,708,268 | 13.0% |
| Participants with a balance | 510 | 521 | 2.2% |
| Administrative expenses | $165,129 | $174,655 | 5.8% |
| Recordkeeping fees per participant | $126.31 | $111.90 | -11.4% |
| Employer contributions | $1,804,350 | $1,845,600 | 2.3% |
Prior filing 20250312115538NAL0010121107001, received 2025-03-12; the plan years are contiguous.
Sponsor name as filed: AG PARTNERS COOP; SEC registrant: Ag Partners Co-op (CIK 1344808, matched by EIN).