Plan Snapshot
- Plan Sponsor: I.A.T.S.E. Local 99 Health Trust
- Sponsor EIN: 876128478
- Sponsor Address: 2598 S PARK ST, SALT LAKE CITY, UT, 84106
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 995
- Total Assets: $5.8M
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 | 995 | $5.8M | $1.3M | $909 |
| 2023 | 919 | $4.3M | $1.3M | -$3,328 |
| 2022 | 969 | $3.2M | $1.2M | -$2,838 |
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 |
|---|---|---|---|---|
| LAURA K. SMITH | Other Service Provider | $58,520 | — | $58,520 |
| DAN HUTTEN | Other Service Provider | $43,732 | — | $43,732 |
| HAYNIE & COMPANY | Auditor | $24,344 | — | $24,344 |
| SEBASTIAN CHANCE STEWART | Other Service Provider | $23,712 | — | $23,712 |
| NORTH STAR CONSULTING & TAX LLC | Other Service Provider | $8,830 | — | $8,830 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAYNIE & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $159,138
- Estimated Expense Ratio: 2.759% 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 | $269,958 | $39,522 | — | — | — |
| 2023 | $239,150 | $28,142 | — | — | — |
| 2022 | $176,919 | $22,210 | — | — | $29,900 |