# Iatse Atlanta Annuity Trust Board Of Trustees DC Plan
Source: https://planprovider.pro/companies/iatse-atlanta-annuity-trust-board-of-trustees-plan

> Iatse Atlanta Annuity Trust Board Of Trustees's DC plan: 581 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Iatse Atlanta Annuity Trust Board Of Trustees

- **Sponsor EIN:** 582436601

- **Sponsor Address:** 661 N. ERICSON ROAD, CORDOVA, TN, 380180006

- **Plan Type:** DC

- **Total Participants:** 581

- **Total Assets:** $3.8M

## 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|581|$3.8M|$0|$0|

| 2023|661|$3.3M|$0|$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|

| STEVEN D EISENBERG CPA P.A.|Auditor|$10,576|—|$10,576|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $10,576

- **Estimated Expense Ratio:** 0.277% 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|$85,779|$19,556|$49,500|$10,576|—|

| 2023|$88,075|$16,546|$54,000|—|$10,520|

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