Plan Snapshot
- Plan Sponsor: I.A.T.S.E. Local No. 31
- Sponsor EIN: 440459340
- Sponsor Address: 1321 SWIFT, KANSAS CITY, MO, 64116
- Plan Type: DC
- Plan Number: 001
- Total Participants: 239
- Total Assets: $14.3M
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. |
|---|---|---|---|---|
| 2025 | 239 | $14.3M | $0 | $0 |
| 2024 | 210 | $12.3M | $892,089 | $0 |
| 2023 | 199 | $11.9M | $898,533 | $0 |
| 2022 | 185 | $10.8M | $787,597 | $0 |
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 |
|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES | Other Service Provider | $26,647 | — | $26,647 |
| DEBOER & ASSOCIATES, P.C. | Other Service Provider | $19,750 | — | $19,750 |
| CBIZ | Other Service Provider | $14,122 | — | $14,122 |
| COOK STREET CONSULTING, INC. | Other Service Provider | $12,731 | — | $12,731 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,250
- Estimated Expense Ratio: 0.514% 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 |
|---|---|---|---|---|---|
| 2025 | $1,037,340 | $39,378 | $14,122 | $19,750 | — |
| 2024 | $56,953 | $19,096 | $12,664 | $19,000 | — |
| 2023 | $99,688 | $29,964 | $24,560 | $19,963 | — |
| 2022 | $63,620 | $17,623 | $10,000 | — | $23,420 |