# Iowa Health System 401(k) Plan
Source: https://planprovider.pro/companies/iowa-health-system-401k-plan

> Iowa Health System's 401(k) plan: 25,777 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/cliftonlarsonallen-llp) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/iowa-health-system-401k-plan)

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