Plan Snapshot
- Plan Sponsor: Board Of Trustees Ua Local 125 Retirement Savings Plan
- Sponsor EIN: 421497403
- Sponsor Address: 5001 J STREET SW, CEDAR RAPIDS, IA, 52404
- Plan Type: DC
- Total Participants: 1,077
- Total Assets: $164.4M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,077 | $164.4M | $6.3M | $4.0M |
| 2023 | 1,042 | $146.3M | $5.5M | $3.9M |
| 2022 | 1,000 | $122.7M | $5.2M | $3.6M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $40,619 | — | $40,619 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,619
- Estimated Expense Ratio: 0.025% 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 | $295,185 | $77,500 | $37,215 | $40,619 | — |
| 2023 | $229,257 | $79,750 | $37,170 | $45,680 | — |
| 2022 | $220,243 | $72,500 | $34,170 | — | $97,206 |