# I.A.T.S.E. Local 30 Health & Welfare Fund 401(k) Plan
Source: https://planprovider.pro/companies/i-a-t-s-e-local-30-health-welfare-fund-351500522-501

> I.A.T.S.E. Local 30 Health & Welfare Fund's 401(k) plan: 212 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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