Plan Snapshot
- Plan Sponsor: Iowa Health System
- Sponsor EIN: 421435199
- Sponsor Address: 1776 WEST LAKES PARKWAY, WEST DES MOINES, IA, 502668393
- Plan Type: 403(b)
- Total Participants: 781
- Total Assets: $65.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 781 | $65.2M | $0 | $0 |
| 2023 | 908 | $65.0M | $0 | $0 |
| 2022 | 977 | $64.0M | $0 | $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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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 | -$26,373 | $15,526 | — | — | — |
| 2023 | -$22,509 | $16,792 | — | — | — |
| 2022 | $65,152 | $18,980 | — | — | — |