Western Dairyland Economic Opportunity Council 401(k) match, vesting and fees
What Western Dairyland Economic Opportunity Council'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Hawkins, Ash Cpas 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 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Western Dairyland Economic Opportunity Council: employer contribution per participant | $1,888 | |
| Peer median | $1,803 |
| Western Dairyland Economic Opportunity Council: average balance | $54,461 | |
| Peer median | $48,934 |
| Western Dairyland Economic Opportunity Council: admin expenses ÷ assets | 0.55% | |
| Peer median | 0.31% |
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 $10.3M at the end of plan year 2021 to $11.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 220 | $11.4M | $395K | $1,888 | 0.55% | Not published | Form 5500 ↗ |
| 2023 | 211 | $9.8M | $358K | $1,756 | 0.47% | Not published | Form 5500 ↗ |
| 2022 | 232 | $8.9M | $362K | $1,610 | 0.50% | Not published | Form 5500 ↗ |
| 2021 | 228 | $10.3M | $311K | $1,460 | 0.54% | Not published | Form 5500 ↗ |
Common questions
Does Western Dairyland Economic Opportunity Council match 401(k) contributions?
The match terms for the Western Dairyland Economic Opportunity Council Inc. Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $395K in employer contributions, about $1,888 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Western Dairyland Economic Opportunity Council 401(k) match vested?
The vesting schedule for the Western Dairyland Economic Opportunity Council Inc. Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Western Dairyland Economic Opportunity Council 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Western Dairyland Economic Opportunity Council Inc.
I left Western Dairyland Economic Opportunity Council. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Western Dairyland Economic Opportunity Council Inc, (715) 836-7511) or the recordkeeper, Fidelity Investments Institutional. The Western Dairyland Economic Opportunity Council old 401(k) page lists the contacts from every plan filing. Find an old Western Dairyland Economic Opportunity Council 401(k)
Data from the public Form 5500 annual reports Western Dairyland Economic Opportunity Council 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 Western Dairyland Economic Opportunity Council. Not financial advice. Report a correction · Methodology