Plan Snapshot
- Plan Sponsor: I.A.T.S.E. Local No. 6
- Sponsor EIN: 430497330
- Sponsor Address: 6525 CENTURION DRIVE, LANSING, MI, 48917
- Plan Type: DC
- Total Participants: 721
- Total Assets: $22.0M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 721 | $22.0M | $2.1M | $0 |
| 2023 | 798 | $20.4M | $2.0M | $0 |
| 2022 | 681 | $17.9M | $2.1M | $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 |
|---|---|---|---|---|
| ANDERS MINKLER HUBER HELM LLP | Auditor | $39,946 | — | $39,946 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANDERS MINKLER HUBER HELM LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,946
- Estimated Expense Ratio: 0.181% 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 | $168,575 | $8,326 | $66,000 | $39,946 | — |
| 2023 | $133,466 | $24,639 | $36,188 | $33,588 | — |
| 2022 | $135,358 | $39,233 | $26,250 | — | $49,094 |