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Original filing (PDF)20251008144313NAL0009994032001
PRO COOPERATIVE
Form 5500
FILING_RECEIVED
THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES
401(k) retirement plan
Signals · 2
36% in single holdingNo recordkeeper disclosed
Active participants
180
Accounts w/ balance
227
Plan assets (EOY)
$16.1M
Net assets (EOY)
$16.1M
How this plan invests
This plan
18 pooled trusts
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
82
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "SSgA S&P 500 Index Security Lend Series II Common Collective Trust" is 36% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRO COOPERATIVE.
Plan sponsor
Name
PRO COOPERATIVE
EIN
42-0150820
Address
17 3RD AVE NE · PO BOX 189 · POCAHONTAS, IA · 505740189
Phone
(712) 335-3060
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Name
ASSOCIATED BENEFITS CORPORATION
EIN
42-1279416
City
WEST DES MOINES, IA
Phone
(515) 226-0303
Plan characteristics
Plan number
040
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2E · Profit-sharing
2S · Automatic enrollment
2T · Default investment account (QDIA)
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | INVESTMENT ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $11K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MASSACHUSETTS FINANCIAL SERVICES CO | 04-2747644 | — | NONE | $0 | — |
| WELLINGTON TRUST CO., NA | — | BOSTON, MA | NONE | $0 | — |
| DST ASSET MANAGER SOLUTIONS, INC. | — | KANSAS CITY, MO | NONE | $0 | — |
Investments
6 direct securities · 18 pooled funds· $17.2M(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.
Common Collective Trust
$14.8M
18 holdings
Uncategorized
$2.4M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SSGA SP 500 IDX SL SF CL II PRINCIPAL GLOBAL INVESTORS · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $5.8M | 36.1% | |
| WELLINGTON SMALL CAP OPPORTUNITIES WELLINGTON TRUST COMPANY · EIN 04-6913417 / PN 012 | Common Collective Trust | — | — | $1.3M | 8.3% | |
| VANGUARD TRGT RTMT 2030 TRUST II FD THE VANGUARD GROUP, INC. · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $1.3M | 8.1% | |
| ABC STABLE VALUE FUND SEI TRUST COMPANY · EIN 46-6836772 / PN 001 | Common Collective Trust | — | — | $1.3M | 7.8% | |
| VANGUARD TRGT RTMT 2035 TRUST II FD THE VANGUARD GROUP, INC. · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $1.1M | 7.0% | |
| SSgA Russell Small Mid Cap Index Class II Common Collective Trust | — | — | — | $719K | 4.5% | |
| SSGA RUSS SM MD CP IDX SL CL II PRINCIPAL GLOBAL INVESTORS · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $719K | 4.5% | |
| VANGUARD TRGT RTMT 2050 TRUST II FD THE VANGUARD GROUP, INC. · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $715K | 4.5% | |
| VANGUARD TRGT RTMT 2025 TRUST II FD THE VANGUARD GROUP, INC. · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $674K | 4.2% | |
| MFS Institutional International Equity Fund Mutual Fund | — | — | — | $535K | 3.3% | |
| VANGUARD TRGT RTMT 2045 TRUST II FD THE VANGUARD GROUP, INC. · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $525K | 3.3% | |
| (1) Dodge & Cox Income X Fund Mutual Fund | — | — | — | $383K | 2.4% | |
| SSgA Global All Cap Equity Ex-US Index Security Lend Fund C Common Collective Trust | — | — | — | $288K | 1.8% | |
| SSGA GL EQ EXUS IDX SL SF CL II PRINCIPAL GLOBAL INVESTORS · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $288K | 1.8% | |
| Participant Loans (interest rate range 4.25%-9.50%) | — | — | — | $287K | 1.8% | |
| SSGA US BD IDX SL SF CL XIV PRINCIPAL GLOBAL INVESTORS · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $258K | 1.6% | |
| VANGUARD TRGT RTMT 2055 TRUST II FD THE VANGUARD GROUP, INC. · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $258K | 1.6% | |
| VANGUARD TRGT RTMT 2040 TRUST II FD THE VANGUARD GROUP, INC. · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $150K | 0.9% | |
| Vanguard Target Retirement Income Trust II Common Collective Trust | — | — | — | $139K | 0.9% | |
| VANGUARD TRGT RTMT INC TRUST II FD THE VANGUARD GROUP, INC. · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $139K | 0.9% | |
| VANGUARD TRGT RTMT 2020 TRUST II FD THE VANGUARD GROUP, INC. · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $135K | 0.8% | |
| VANGUARD TRGT RTMT 2060 TRUST II FD THE VANGUARD GROUP, INC. · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $104K | 0.6% | |
| VANGUARD TRGT RTMT 2065 TRUST II FD THE VANGUARD GROUP, INC. · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $81K | 0.5% | |
| VANGUARD TRGT RTMT 2070 TRUST II FD THE VANGUARD GROUP, INC. · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $5K | <0.1% |
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