Plan Snapshot
- Plan Sponsor: Iowa Carpenters Heavy Highway/Teamsters Jt. Council #45 Pension Plan
- Sponsor EIN: 362967835
- Sponsor Address: 2600 GRAND AVENUE, SUITE 230, DES MOINES, IA, 503125366
- Plan Type: DB
- Total Participants: 88
- Total Assets: $23.2M
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 | 88 | $23.2M | $611,822 | $0 |
| 2023 | 105 | $22.2M | $726,880 | $0 |
| 2022 | 109 | $19.9M | $773,097 | $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 |
|---|---|---|---|---|
| UHY, LLP | Auditor | $23,500 | — | $23,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,500
- Estimated Expense Ratio: 0.101% 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 | $191,656 | $41,092 | $36,000 | $23,500 | — |
| 2023 | $185,680 | $42,214 | $36,000 | $23,800 | — |
| 2022 | $158,319 | $10,338 | $36,000 | — | $92,745 |