Provision Partners Cooperative DBA Allied Cooperative 401(k) match, vesting and fees
What Provision Partners Cooperative DBA Allied Cooperative'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 | Milliman, Inc. | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen 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 501 defined-contribution plans in wholesale trade with 500 to 999 participants.
| Provision Partners Cooperative DBA Allied Cooperative: employer contribution per participant | $3,472 | |
| Peer median | $1,855 |
| Provision Partners Cooperative DBA Allied Cooperative: average balance | $71,359 | |
| Peer median | $72,906 |
| Provision Partners Cooperative DBA Allied Cooperative: admin expenses ÷ assets | 0.18% | |
| Peer median | 0.22% |
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 $17M at the end of plan year 2021 to $40.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 645 | $40.5M | $2M | $3,472 | 0.18% | Not published | Form 5500 ↗ |
| 2023 | 618 | $38.1M | $509K | $959 | 0.18% | Not published | Form 5500 ↗ |
| 2022 | 270 | $13.5M | $365K | $1,855 | 0.29% | Not published | Form 5500 ↗ |
| 2021 | 245 | $17M | $348K | $1,860 | 0.33% | Not published | Form 5500 ↗ |
Common questions
Does Provision Partners Cooperative DBA Allied Cooperative match 401(k) contributions?
The match terms for the Co-Op 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $2M in employer contributions, about $3,472 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Provision Partners Cooperative DBA Allied Cooperative 401(k) match vested?
The vesting schedule for the Co-Op 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Provision Partners Cooperative DBA Allied Cooperative 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Milliman, Inc.. The plan administrator is Provision Partners Cooperative DBA Allied Cooperative.
I left Provision Partners Cooperative DBA Allied Cooperative. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Provision Partners Cooperative DBA Allied Cooperative, (715) 687-4443) or the recordkeeper, Milliman, Inc.. The Provision Partners Cooperative DBA Allied Cooperative old 401(k) page lists the contacts from every plan filing. Find an old Provision Partners Cooperative DBA Allied Cooperative 401(k)
Data from the public Form 5500 annual reports Provision Partners Cooperative DBA Allied Cooperative 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 Provision Partners Cooperative DBA Allied Cooperative. Not financial advice. Report a correction · Methodology