Plan Snapshot
- Plan Sponsor: Interstate Power And Light Company
- Sponsor EIN: 420331370
- Sponsor Address: 4902 N BILTMORE LANE, MADISON, WI, 537182148
- Plan Type: DB
- Total Participants: 312
- Total Assets: $266.1M
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 | 312 | $266.1M | $0 | $0 |
| 2023 | 344 | $272.6M | $0 | $0 |
| 2022 | 361 | $264.5M | $50.0M | $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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | Actuary | $279,359 | — | $279,359 |
| AON INVESTMENTS USA | Investment Advisor | $164,859 | — | $164,859 |
| PRINCIPAL CUSTODY SOLUTIONS | Custodian / Trustee | $59,758 | — | $59,758 |
| PARAMETRIC PORTFOLIO ASSOCIATIES | Investment Advisor | $56,658 | — | $56,658 |
| ABERDEEN EMERGING MARKETS EQUITY FU | Investment Advisor | $56,099 | — | $56,099 |
| MORGAN STANLEY INVESTMENT MGMT | Investment Advisor | $49,136 | — | $49,136 |
| LGIMA LONG DURATION US CREDIT FUND | Investment Advisor | $28,088 | — | $28,088 |
| NISA INVESTMENT ADVISORS, LLC | Investment Advisor | $19,479 | — | $19,479 |
| COLEMAN & WILLIAMS, LTD. | Auditor | $17,438 | — | $17,438 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Actuary
- MORGAN STANLEY INVESTMENT MGMT — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $730,874
- Estimated Expense Ratio: 0.275% 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 | $1,918,684 | $378,574 | $1,167 | $17,438 | — |
| 2023 | $2,141,496 | $658,868 | — | — | — |
| 2022 | $2,322,780 | $675,969 | — | — | $510,795 |