# Central Iowa Sheet Metal Workers Health Fund - Joint Board Of 401(k) Plan
Source: https://planprovider.pro/companies/central-iowa-sheet-metal-workers-health-fund-joint-board-of-421378576-501

> Central Iowa Sheet Metal Workers Health Fund - Joint Board Of's 401(k) plan: 436 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Central Iowa Sheet Metal Workers Health Fund - Joint Board Of

- **Sponsor EIN:** 421378576

- **Sponsor Address:** 4534 NW 6TH DRIVE, DES MOINES, IA, 50313

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 436

- **Total Assets:** $15.6M

## 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|436|$15.6M|$8.1M|$165,359|

| 2023|443|$14.1M|$8.1M|$251,482|

| 2022|461|$11.7M|$7.0M|$377,571|

## 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|

| THE SEGAL COMPANY (MIDWEST), INC.|Other Service Provider|$61,585|—|$61,585|

| SHEET METAL WORKERS INT'L UNION 45|Other Service Provider|$61,464|—|$61,464|

| DEBOER & ASSOCIATES, PC|Auditor|$24,120|—|$24,120|

| FIDUCIENT ADVISORS|Other Service Provider|$15,450|—|$15,450|

| BLAKE & UHLIG, P.A.|Other Service Provider|$11,112|—|$11,112|

| COMMUNITY STATE BANK|Other Service Provider|$5,442|—|$5,442|

### Verified Provider Profiles

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

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $179,173

- **Estimated Expense Ratio:** 1.149% 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|$534,664|$15,450|$407,828|$21,100|—|

| 2023|$520,919|$15,450|$390,970|$20,675|—|

| 2022|$511,602|$20,226|$297,275|—|$118,304|

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