Grange Cooperative Supply Association 401(k) match, vesting and fees
What Grange Cooperative Supply Association's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Alerus Financial, N.A. | Schedule C ↗ |
| Independent auditor | Aldrich Cpas + Advisors LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,141 defined-contribution plans in retail trade with 100 to 499 participants.
| Grange Cooperative Supply Association: employer contribution per participant | $815 | |
| Peer median | $1,216 |
| Grange Cooperative Supply Association: average balance | $29,126 | |
| Peer median | $50,590 |
| Grange Cooperative Supply Association: admin expenses ÷ assets | 0.29% | |
| Peer median | 0.43% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $14.6M at the end of plan year 2021 to $10.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 347 | $10.1M | $283K | $815 | 0.29% | Not published | Form 5500 ↗ |
| 2023 | 297 | $10.6M | $262K | $881 | 0.17% | Not published | Form 5500 ↗ |
| 2022 | 297 | $10.6M | $288K | $968 | 0.14% | Not published | Form 5500 ↗ |
| 2021 | 247 | $14.6M | $650K | $2,890 | 0.13% | Not published | Form 5500 ↗ |
Common questions
Does Grange Cooperative Supply Association match 401(k) contributions?
The match terms for the Grange Cooperative Supply Association 401(k) Profit Sharing Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $283K in employer contributions, about $815 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Grange Cooperative Supply Association 401(k) match vested?
The vesting schedule for the Grange Cooperative Supply Association 401(k) Profit Sharing Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Grange Cooperative Supply Association 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Alerus Financial, N.A.. The plan administrator is Grange Cooperative Supply Association.
I left Grange Cooperative Supply Association. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Grange Cooperative Supply Association, (541) 664-1261) or the recordkeeper, Alerus Financial, N.A.. The Grange Cooperative Supply Association old 401(k) page lists the contacts from every plan filing. Find an old Grange Cooperative Supply Association 401(k)
Data from the public Form 5500 annual reports Grange Cooperative Supply Association filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Grange Cooperative Supply Association. Not financial advice. Report a correction · Methodology