Plan Snapshot
- Plan Sponsor: Iowa Home Care, LLC
- Sponsor EIN: 270084601
- Sponsor Address: 2500 UNIVERSITY AVE, WEST DES MOINES, IA, 50266
- Plan Type: 401(k)
- Total Participants: 183
- Total Assets: $8.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 183 | $8.0M | $199,800 | $471,823 |
| 2023 | 155 | $7.3M | $203,689 | $430,620 |
| 2022 | 212 | $6.3M | $194,458 | $403,614 |
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 |
|---|---|---|---|---|
| WELGAARD | 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 | $30,715 | $30,715 | — | — | — |
| 2023 | $48,842 | $23,673 | — | — | — |
| 2022 | $45,116 | — | $45,116 | — | — |