Plan Snapshot
- Plan Sponsor: Five Rivers Carpenters District Council
- Sponsor EIN: 426149936
- Sponsor Address: 1831 16TH AVENUE SW, CEDAR RAPIDS, IA, 52404
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 533
- Total Assets: $33.4M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 533 | $33.4M | $9.0M | $164,231 |
| 2023 | 495 | $28.2M | $7.9M | $181,540 |
| 2022 | 453 | $23.9M | $7.3M | $200,734 |
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 |
|---|---|---|---|---|
| EASTERN IOWA FRINGE BENEFIT FUNDS | Other Service Provider | $168,653 | — | $168,653 |
| BLAKE & UHLIG, P.A. | Other Service Provider | $79,190 | — | $79,190 |
| FOSTER & FOSTER | Other Service Provider | $47,450 | — | $47,450 |
| MEKETA INVESTMENT GROUP | Other Service Provider | $25,000 | — | $25,000 |
| UHY, LLP | Auditor | $21,500 | — | $21,500 |
| BRADLEY HAUGE, CPA | Other Service Provider | $18,420 | — | $18,420 |
| ROMOLO & ASSOCIATES | Other Service Provider | $9,792 | — | $9,792 |
| MACNELL ACCOUNTING & CONSULTING | Other Service Provider | $5,412 | — | $5,412 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $375,417
- Estimated Expense Ratio: 1.125% 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 | $291,893 | $27,545 | — | $55,973 | — |
| 2023 | $276,134 | $27,408 | — | $42,757 | — |
| 2022 | $699,497 | $27,495 | — | — | $91,592 |