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Original filing (PDF)20250729045406NAL0003312144001
COOPERATIVE PENSION / SAVINGS BOARD
Form 5500
FILING_RECEIVED
COOPERATIVE SAVINGS PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
4,519
Accounts w/ balance
5,435
Plan assets (EOY)
$455.5M
Net assets (EOY)
$455.5M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 22 bps in Schedule C fees — 118% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COOPERATIVE PENSION / SAVINGS BOARD.
Plan sponsor
Name
COOPERATIVE PENSION / SAVINGS BOARD
EIN
31-1257147
Address
5750 CASTLE CREEK PARKWAY SUITE 245 · INDIANAPOLIS, IN · 46250
Phone
(888) 400-6661
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
335
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2U · Association Retirement Plan
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NYHART | 35-0966414 | — | NONE | $405K | — |
| OXFORD FINANCIAL GROUP, LTD | 35-1588335 | — | NONE | $279K | — |
| BAKER & HOSTETLER, LLP | 34-0082025 | — | NONE | $142K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $140K | — |
| FORVIS MAZARS, LLP | 44-0160260 | — | NONE | $26K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
Investments
23 direct securities · 1 pooled fund· $454.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$419.8M
22 holdings
Common Collective Trust
$28.3M
1 holding
Mutual Funds
$6.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund 1,359,201 shares | — | — | $43.1M | $51.5M | 11.3% | |
| Vanguard Target Retirement 2035 Fund 1,786,669 shares | — | — | $35.1M | $42.8M | 9.4% | |
| JPMorgan Large Cap Growth Fund 512,331 shares | — | — | $29.4M | $40.7M | 8.9% | |
| Vanguard Target Retirement 2025 Fund 1,978,446 shares | — | — | $33.9M | $37.0M | 8.1% | |
| Vanguard 500 Index Fund Admiral Shares 66,239 shares | — | — | $22.4M | $36.0M | 7.9% | |
| Vanguard Target Retirement 2040 Fund 793,015 shares | — | — | $27.4M | $34.3M | 7.5% | |
| MORLEY STABLE VALUE FUND CL 20-II PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | $27.0M | $28.3M | 6.2% | |
| Vanguard Target Retirement 2045 Fund 828,916 shares | — | — | $19.5M | $24.6M | 5.4% | |
| Dodge & Cox Stock Fund Class X 89,288 shares | — | — | $20.4M | $23.0M | 5.0% | |
| Vanguard Target Retirement 2050 Fund 426,088 shares | — | — | $16.7M | $21.2M | 4.7% | |
| Vanguard Target Retirement 2055 Fund 335,146 shares | — | — | $14.7M | $18.6M | 4.1% | |
| Vanguard Target Retirement 2020 Fund 598,749 shares | — | — | $15.8M | $15.9M | 3.5% | |
| Vanguard Target Retirement 2060 Fund 299,764 shares | — | — | $12.5M | $15.4M | 3.4% | |
| Vanguard Small Cap Index Instl 108,057 shares | — | — | $9.8M | $12.4M | 2.7% | |
| Dodge & Cox Income Fund Class I 910,090 shares | — | — | $11.2M | $11.3M | 2.5% | |
| Vanguard Target Retirement Income Fund 799,249 shares | — | — | $10.3M | $10.5M | 2.3% | |
| Oakmark International Fund Investor Class 294,250 shares | — | — | $7.6M | $7.4M | 1.6% | |
| DFA US Small Cap Port Instl. 131,382 shares | Mutual Funds | — | $5.4M | $6.4M | 1.4% | |
| Vanguard Target Retirement 2065 Fund 146,295 shares | — | — | $4.3M | $4.9M | 1.1% | |
| Participant Loans Various maturity dates through 2034; interest rates from 4.25% to 9.50% - | — | — | — | $4.9M | 1.1% | |
| Vanguard Total Intl Stock Index Admiral 109,260 shares | — | — | $3.5M | $3.5M | 0.8% | |
| Principal Diversified Real Asset Ins 166,924 shares | — | — | $2.0M | $1.9M | 0.4% | |
| Vanguard Inflation Prot Sec Adm 59,754 shares | — | — | $1.5M | $1.3M | 0.3% | |
| Vanguard Target Retirement 2070 Fund 33,157 shares | — | — | $852K | $885K | 0.2% |
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