Plan Snapshot
- Plan Sponsor: Iowa Health System
- Sponsor EIN: 421435199
- Sponsor Address: 1776 WEST LAKES PKWY, STE 400, WEST DES MOINES, IA, 502668393
- Plan Type: 401(k)
- Total Participants: 25,777
- Total Assets: $3.3B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 25,777 | $3.3B | $80.2M | $136.1M |
| 2023 | 25,072 | $3.0B | $78.8M | $132.9M |
| 2022 | 28,959 | $2.7B | $83.5M | $140.4M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN — Auditor
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 | $2,073,276 | $1,018,440 | $7,500 | — | — |
| 2023 | $2,116,708 | $952,814 | $8,700 | — | — |
| 2022 | $2,622,679 | $761,076 | — | — | — |