Back to filter
Original filing (PDF)20251015124059NAL0009634706001
PREMIER COOPERATIVE
Form 5500
FILING_RECEIVED
PREMIER COOP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
305
Accounts w/ balance
305
Plan assets (EOY)
$23.1M
Net assets (EOY)
$23.1M
How this plan invests
This plan
5 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PREMIER COOPERATIVE.
Plan sponsor
Name
PREMIER COOPERATIVE
EIN
39-0527690
Address
501 W. MAIN STREET · MT. HOREB, WI · 53572
Phone
(608) 437-5536
Industry
Farm Supplies Merchant Wholesalers· Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTON LARSON ALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERT W. BAIRD, INC. | 39-6037917 | — | INVESTMENT ADVISORY-PLAN | $40K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $43K | — |
Investments
25 direct securities · 5 pooled funds· $23.1M(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
$15.2M
25 holdings
Common Collective Trust
$7.9M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LARGE CAP VALUE II CLASS R1 GREAT GRAY TRUST COMPANY · EIN 38-7264544 / PN 707 | Common Collective Trust | — | — | $4.1M | 17.7% | |
| GREAT GRAY EUROPACIFIC GROWTH TRUST GREAT GRAY TRUST COMPANY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $2.1M | 8.9% | |
| Vanguard Total Stock Market Index Admiral Mutual Fund | — | — | — | $2.1M | 8.9% | |
| Eagle Mid Cap Growth R6 Mutual Fund | — | — | — | $1.9M | 8.1% | |
| Lincoln Stable Value Account Fully Benefit-Responsive | — | — | — | $1.4M | 6.2% | |
| American Funds 2035 Target Retirement Date R6 Mutual Fund | — | — | — | $1.3M | 5.6% | |
| American Funds 2030 Target Retirement Date R6 Mutual Fund | — | — | — | $1.1M | 4.6% | |
| American Funds 2055 Target Retirement Date R6 Mutual Fund | — | — | — | $858K | 3.7% | |
| Lord Abbett Bond Debenture R6 Mutual Fund | — | — | — | $816K | 3.5% | |
| American Funds 2045 Target Retirement Date R6 Mutual Fund | — | — | — | $811K | 3.5% | |
| American Funds 2060 Target Retirement Date R6 Mutual Fund | — | — | — | $793K | 3.4% | |
| SMALL CAP VALUE FUND III GREAT GRAY TRUST COMPANY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $781K | 3.4% | |
| Federated Kaufmann Small Cap R6 Mutual Fund | — | — | — | $776K | 3.4% | |
| American Funds 2040 Target Retirement Date R6 Mutual Fund | — | — | — | $672K | 2.9% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $647K | 2.8% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $575K | 2.5% | |
| American Funds New World R6 Mutual Fund | — | — | — | $396K | 1.7% | |
| Loomis Sayles Core Plus Bond N Mutual Fund | — | — | — | $304K | 1.3% | |
| LARGE CAP GROWTH III CLASS R1 GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $259K | 1.1% | |
| American Funds 2050 Target Retirement Date R6 Mutual Fund | — | — | — | $257K | 1.1% | |
| American Funds 2025 Target Retirement Date R6 Mutual Fund | — | — | — | $249K | 1.1% | |
| Investment Contract American Funds 2010 Target Retirement Date R6 Mutual Fund | — | — | — | $217K | 0.9% | |
| American Funds 2020 Target Retirement Date R6 Mutual Fund | — | — | — | $167K | 0.7% | |
| Interest, with Various Maturities - | — | — | — | $148K | 0.6% | |
| Eaton Vance Floating-Rate Advantage I Mutual Fund | — | — | — | $131K | 0.6% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $122K | 0.5% | |
| Lord Abbett High Yield R4 Mutual Fund | — | — | — | $103K | 0.4% | |
| DFA Global Real Estate Securities I Mutual Fund | — | — | — | $50K | 0.2% | |
| DFA Commodity Strategy I Mutual Fund | — | — | — | $26K | 0.1% | |
| American Funds 2015 Target Retirement Date R6 Mutual Fund | — | — | — | $24K | 0.1% |
Related plans
Other plans using LINCOLN NATIONAL CORPORATION
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
THE NEW YORK-PRESBYTERIAN HOSPITAL
THE RETIREMENT SAVINGS PLAN
$4.8B · 50,152 participants
SENTARA HEALTH
SENTARA 403(B) SAVINGS PLAN
$3.7B · 30,766 participants
THE MEDICAL COLLEGE OF WISCONSIN, INC.
THE MEDICAL COLLEGE OF WISCONSIN, INC. RETIREMENT PLAN
$2.6B · 6,844 participants
MAINEHEALTH SERVICES
MAINEHEALTH 403(B) RETIREMENT PLAN
$2.5B · 23,826 participants
FROEDTERT THEDACARE HEALTH, INC.
FROEDTERT HEALTH, INC. 403(B) PLAN
$2.2B · 16,292 participants
Similar-size Farm Supplies Merchant Wholesalers plans
ADISSEO USA, INC.
ADISSEO USA, INC. 401(K) PLAN
$21.6M · 75 participants
CAROLINA EASTERN INCORPORATED
CAROLINA EASTERN, INC. 401(K) PLAN
$20.8M · 373 participants
NOVUS AG, LLC
NOVUS AG, LLC 401(K) PLAN
$20.8M · 427 participants
NUWAY-K&H COOPERATIVE
NUWAY-K&H COOPERATIVE 401(K) PLAN
$18.8M · 142 participants
WILLARD AGRI-SVC OF MT. AIRY, INC.
WILLARD COMPANIES PROFIT SHARING PLAN
$18.1M · 134 participants
CONSUMERS SUPPLY DIST LLC
CONSUMERS SUPPLY DIST 401(K)
$29.0M · 261 participants
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B