# I.A.T.S.E. Local 99 Health Trust 401(k) Plan
Source: https://planprovider.pro/companies/i-a-t-s-e-local-99-health-trust-876128478-501

> I.A.T.S.E. Local 99 Health Trust's 401(k) plan: 995 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 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](https://planprovider.pro/provider/haynie-and-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|

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