How big is Donnelly Co-OP's plan?

Donnelly Co-OP's plan reported $515K in assets and 9 participants for 2024.

Original filing (PDF)20250624130320NAL0017475554001

Donnelly Co-OP

Name: Donnelly Co-OP — Donnelly Co-OP 401(k) Plan, Form 5500 (2024)
Creator: Donnelly Co-OP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Donnelly Co-OP 401(k) Plan

401(k) retirement plan · Donnelly Co-OP's Donnelly Co-OP 401(k) Plan held $515K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$515K

Net assets (EOY)

$515K

People on this filing

BARB Leonard signed Donnelly Co-OP's 2024 Form 5500 as plan administrator.

BARB Leonard — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Donnelly Co-OP's EIN is 41-0222800.

EIN 41-0222800

Plan number 002

Plan year 2024

ACK ID 20250624130320NAL0017475554001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Donnelly Co-OP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Donnelly Co-OP's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

DONNELLY CO-OP

EIN

all filings

Address

412 ATLANTIC AVENUE · DONNELLY, MN · 56235

Phone

(320) 246-3555

Industry

Agriculture, Forestry, Fishing, Hunting

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-24

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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