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Original filing (PDF)20250910135316NAL0021226577001
ANTHONY FARMERS COOPERATIVE ELEVATO
Form 5500-SF
FILING_RECEIVED
UBG 401(K) - ANTHONY CO-OP
401(k) retirement plan
Active participants
39
Accounts w/ balance
21
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
86
/ 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
80
Knocking points off
- 54% balance-to-active ratio — below typical for a healthy 401(k).
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 ANTHONY FARMERS COOPERATIVE ELEVATO.
Plan sponsor
Name
ANTHONY FARMERS COOPERATIVE ELEVATO
EIN
48-0122780
Address
519 W MAIN ST · ANTHONY, KS · 67003
Phone
(620) 842-5181
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Name
UNITED BENEFITS GROUP
EIN
01-0689331
City
KANSAS CITY, KS
Phone
(816) 459-3300
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-02-29
Tax period
2025-02-28
Filed
2025-09-10
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
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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