# Intermountain Ironworkers Tax Deferral Plan DC Plan
Source: https://planprovider.pro/companies/intermountain-ironworkers-tax-deferral-plan-plan

> Intermountain Ironworkers Tax Deferral Plan's DC plan: 4,100 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/mondress-monaco-parr-lockwood-pllc) — Other Service Provider

- [HAYNIE & COMPANY](https://planprovider.pro/provider/haynie-and-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|

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