Plan Snapshot
- Plan Sponsor: I.A.T.S.E. Local 30 Health & Welfare Fund
- Sponsor EIN: 351500522
- Sponsor Address: 1407 E. RIVERSIDE DR., INDIANAPOLIS, IN, 462022037
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 212
- Total Assets: $2.7M
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 | 212 | $2.7M | $1.7M | $188,375 |
| 2023 | 201 | $2.4M | $1.3M | $169,011 |
| 2022 | 117 | $1.7M | $1.1M | $95,959 |
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 |
|---|---|---|---|---|
| FRANCISCAN ST FRANCIS HEALTH | Other Service Provider | $60,844 | — | $60,844 |
| CLIFTONLARSONALLEN LLP | Auditor | $19,118 | — | $19,118 |
| I.A.T.S.E. LOCAL NO. 30 | Other Service Provider | $17,241 | — | $17,241 |
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: $97,203
- Estimated Expense Ratio: 3.600% 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 | $39,450 | — | — | $19,118 | — |
| 2023 | $42,293 | — | — | $19,268 | — |
| 2022 | $37,345 | — | — | — | $17,236 |