How big is Planters COOP Association's plan?

Planters COOP Association's plan reported $2.2M in assets and 107 participants for 2024.

Original filing (PDF)20250626110244NAL0008908193001

Planters COOP Association

Name: Planters COOP Association — UBG 401(k) - Planters, Form 5500 (2024)
Creator: Planters COOP Association
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

UBG 401(k) - Planters COOP

401(k) retirement plan · Planters COOP Association's UBG 401(k) - Planters COOP held $2.2M in plan assets for 107 participants in 2024.

Active participants

107

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Brent Evans signed Planters COOP Association's 2024 Form 5500 as plan administrator.

Brent Evans — 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

Planters COOP Association's EIN is 73-0404390.

EIN 73-0404390

Plan number 030

Plan year 2024

ACK ID 20250626110244NAL0008908193001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Planters COOP Association from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Planters COOP Association's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PLANTERS COOP ASSOCIATION.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).

Helping the score