# Iatse 127 DC Plan
Source: https://planprovider.pro/companies/iatse-127-plan

> Iatse 127's DC plan: 2,572 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — 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|—|—|—|—|

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