# Board Of Trustees Central Iowa Carpenters Money Purchase Plan DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-central-iowa-carpenters-money-purchase-plan-plan

> Board Of Trustees Central Iowa Carpenters Money Purchase Plan's DC plan: 1,148 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Central Iowa Carpenters Money Purchase Plan

- **Sponsor EIN:** 366066902

- **Sponsor Address:** 3001 METRO DRIVE, BLOOMINGTON, MN, 55425

- **Plan Type:** DC

- **Total Participants:** 1,148

- **Total Assets:** $132.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,148|$132.1M|$6.2M|$0|

| 2023|811|$124.9M|$7.0M|$0|

| 2022|1,134|$116.2M|$5.6M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MILLIMAN|Other Service Provider|$101,240|—|$101,240|

| ASB ALLEGIANCE INVESTMENTS, LLC|Other Service Provider|$84,500|—|$84,500|

| SEGAL MARCO ADVISORS|Other Service Provider|$40,917|—|$40,917|

| ARNOLD, NEWBOLD, WINTER, JACKSON,PC|Other Service Provider|$37,178|—|$37,178|

| COMERICA|Other Service Provider|$29,831|—|$29,831|

| MATRIX TRUST COMPANY|Other Service Provider|$18,880|—|$18,880|

| DEBOER & ASSOCIATES, PC|Other Service Provider|$15,500|—|$15,500|

| WILSON-MCSHANE CORPORATION|Other Service Provider|$12,459|—|$12,459|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MILLIMAN](https://planprovider.pro/provider/milliman) — Other Service Provider

- [DEBOER & ASSOCIATES, PC](https://planprovider.pro/provider/deboer-and-associates-pc) — Other Service Provider

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $340,505

- **Estimated Expense Ratio:** 0.258% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$385,429|$125,417|$109,640|$15,500|—|

| 2023|$386,439|$149,400|$108,247|$15,000|—|

| 2022|$414,866|$188,999|$110,182|—|$60,922|

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