# I.A.T.S.E. Local No. 31 DC Plan
Source: https://planprovider.pro/companies/i-a-t-s-e-local-no-31-plan

> I.A.T.S.E. Local No. 31's DC plan: 210 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 No. 31

- **Sponsor EIN:** 440459340

- **Sponsor Address:** 1321 SWIFT, KANSAS CITY, MO, 64116

- **Plan Type:** DC

- **Total Participants:** 210

- **Total Assets:** $12.3M

## 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.|

| 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|

| DEBOER & ASSOCIATES, PC|Auditor|$19,000|—|$19,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [DEBOER & ASSOCIATES, PC](https://planprovider.pro/provider/deboer-and-associates-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $19,000

- **Estimated Expense Ratio:** 0.155% 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|$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|

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