Plan Snapshot
- Plan Sponsor: Iatse 127
- Sponsor EIN: 751084998
- Sponsor Address: 2710 LIVE OAK STREET, DALLAS, TX, 75204
- Plan Type: DC
- Total Participants: 2,572
- Total Assets: $8.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,572 | $8.7M | $871,143 | $0 |
| 2023 | 2,402 | $8.9M | $823,203 | $0 |
| 2022 | 3,065 | $7.6M | $436,894 | $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 |
|---|---|---|---|---|
| TJ ADVISORS LLC | AUDITOR | $39,491 | — | $39,491 |
| WATSON FINANCIAL LLC | Auditor | $39,491 | — | $39,491 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $35,886 | — | $35,886 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $114,868
- Estimated Expense Ratio: 1.322% 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 | $75,377 | — | — | $39,491 | — |
| 2023 | $45,835 | — | — | — | — |
| 2022 | $30,000 | — | — | — | — |