Plan Snapshot
- Plan Sponsor: Iowa 80 Group, INC.
- Sponsor EIN: 420919645
- Sponsor Address: 515 STERLING DR, WALCOTT, IA, 527738573
- Plan Type: 401(k)
- Total Participants: 700
- Total Assets: $46.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 700 | $46.3M | $634,646 | $2.0M |
| 2023 | 699 | $41.9M | $622,857 | $1.9M |
| 2022 | 712 | $35.4M | $643,034 | $2.0M |
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 |
|---|---|---|---|---|
| ANDERSON LOWER WHITLOW PC | Auditor | — | — | $0 |
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 | $87,128 | — | $87,128 | — | — |
| 2023 | $75,243 | — | $75,243 | — | — |
| 2022 | $87,427 | — | $87,427 | — | — |