Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Iujat 401k Retirement Trust
- Sponsor EIN: 205201401
- Sponsor Address: 93 LAKE AVENUE, DANBURY, CT, 068106384
- Plan Type: 401(k)
- Total Participants: 25,248
- Total Assets: $139.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 25,248 | $139.5M | $7.5M | $13.3M |
| 2023 | 20,538 | $111.7M | $7.1M | $10.7M |
| 2022 | 6,605 | $86.4M | $2.6M | $8.2M |
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 |
|---|---|---|---|---|
| NOVAK FRANCELLA, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $952,797 | — | $67,184 | — | — |
| 2023 | $470,782 | — | $15,722 | — | — |
| 2022 | $108,331 | — | $19,331 | — | $15,000 |