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Original filing (PDF)20240815115905NAL0007218259001
ALLIED COOPERATIVE
Form 5500
FILING_RECEIVED
CO-OP 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
4 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLIED COOPERATIVE.
Plan sponsor
Name
ALLIED COOPERATIVE
EIN
39-0765674
Address
P.O. BOX 729 · ADAMS, WI · 53910
Phone
(608) 339-3394
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-10-31
Filed
2024-08-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLENLLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $33K | — |
Investments
4 pooled funds· $0
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| WELLS FARGO STABLE VALUE FUND W WELLS FARGO · EIN 47-6524425 / PN 001 | Common Collective Trust | $0 | — |
| WELLS FARGO SYNTHETIC STABLE VALUE WELLS FARGO · EIN 52-2250939 / PN 001 | Common Collective Trust | $0 | — |
| SHORT-TERM INVESTMENT FUND A S SEI TRUST COMPANY · EIN 41-6292499 / PN 001 | Common Collective Trust | $0 | — |
| GALLIARD MANAGED INCOME FUND GALLIARD · EIN 52-2250939 / PN 001 | Common Collective Trust | $0 | — |
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