Plan Snapshot
- Plan Sponsor: Intermountain Ironworkers Tax Deferral Plan
- Sponsor EIN: 621473489
- Sponsor Address: 5295 S COMMERCE DR STE 220, MURRAY, UT, 84107
- Plan Type: DC
- Total Participants: 4,100
- Total Assets: $118.6M
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 | 4,100 | $118.6M | $10.8M | $0 |
| 2023 | 1,229 | $103.9M | $9.9M | $0 |
| 2022 | 1,356 | $88.2M | $9.4M | $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 |
|---|---|---|---|---|
| MONDRESS MONACO PARR LOCKWOOD | Other Service Provider | $128,165 | — | $128,165 |
| BENESYS ADMINISTRATORS | Other Service Provider | $118,976 | — | $118,976 |
| COMPUSYS OF UTAH | Other Service Provider | $71,767 | — | $71,767 |
| HAYNIE & COMPANY | Other Service Provider | $39,135 | — | $39,135 |
| NEPC, LLC | Other Service Provider | $29,140 | — | $29,140 |
| RAEL & LETSON | Other Service Provider | $24,495 | — | $24,495 |
| DEBOER & ASSOCIATES, P.C. | Other Service Provider | $6,143 | — | $6,143 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MONDRESS MONACO PARR LOCKWOOD — Other Service Provider
- HAYNIE & COMPANY — Other Service Provider
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $417,821
- Estimated Expense Ratio: 0.352% 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 | $623,429 | $151,534 | $190,742 | — | — |
| 2023 | $522,868 | $164,014 | $166,132 | — | — |
| 2022 | $514,538 | $186,083 | $163,322 | — | $99,445 |