Plan Snapshot
- Plan Sponsor: Institute For Community Alliances
- Sponsor EIN: 421352902
- Sponsor Address: 1111 9TH ST., STE. 380, DES MOINES, IA, 50314
- Plan Type: DC
- Total Participants: 133
- Total Assets: $7.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 133 | $7.1M | $437,809 | $526,567 |
| 2023 | 127 | $5.7M | $411,417 | $488,997 |
| 2022 | 127 | $3.9M | $380,318 | $454,470 |
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 |
|---|---|---|---|---|
| MARTENS & COMPANY, CPA,LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MARTENS & COMPANY, CPA,LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $17,098 | — | $17,098 | — | — |
| 2023 | $11,824 | — | $11,824 | — | — |
| 2022 | $9,950 | — | $9,950 | — | — |