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  2. COOPERATIVE PENSION / SAVINGS BOARD
Sponsor portfolio

COOPERATIVE PENSION / SAVINGS BOARD

EIN 31-1257147-Agriculture, Forestry, Fishing and Hunting-Latest filing 2024
Plans
2
Retirement
2
$684.7M assets
Welfare
0
Participants
11,460
5750 CASTLE CREEK PARKWAY SUITE 245 - INDIANAPOLIS, IN 46250888-400-6661
Plans on this EIN
2 filings
#335401k-$455.5M - 6,031 part#334CashBalance-$229.2M - 5,429 part

Retirement portfolio analytics

2 plans aggregated / $684.7M assets / 11,460 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • COOPERATIVE Savings (#335)67%
  • COOPERATIVE PENSION (#334)33%
Total $684.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
67%top
  • NYHART67%
  • (Not disclosed)33%
Total $684.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COOPERATIVE Savings (#335)6,031
  • COOPERATIVE PENSION (#334)5,429
Total 11,460Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#335

COOPERATIVE SAVINGS PLAN

401k

Assets$455.5M
Participants6,031
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#334

COOPERATIVE PENSION PLAN

CashBalance

Assets$229.2M
Participants5,429
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
335COOPERATIVE SAVINGS PLAN401k$455.5M6,0312024
334COOPERATIVE PENSION PLANCashBalance$229.2M5,4292024
Retirement plans
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