# Iowa Independent Higher Education Research Foundation 403(b) Plan
Source: https://planprovider.pro/companies/iowa-independent-higher-education-research-foundation-403b-plan

> Iowa Independent Higher Education Research Foundation's 403(b) plan: 2,536 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Iowa Independent Higher Education Research Foundation

- **Sponsor EIN:** 421420268

- **Sponsor Address:** 3775 E.P. TRUE PARKWAY, #253, WEST DES MOINES, IA, 50265

- **Plan Type:** 403(b)

- **Total Participants:** 2,536

- **Total Assets:** $621.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|2,536|$621.4M|$6.5M|$8.8M|

| 2023|2,570|$593.2M|$6.3M|$7.8M|

| 2022|2,137|$496.0M|$4.7M|$5.6M|

## 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|$136|—|$136|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN LLP](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:** $136

- **Estimated Expense Ratio:** 0.000% 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|$1,449,703|—|$821,903|$136|—|

| 2023|$1,124,183|$464,197|$659,408|—|—|

| 2022|$857,387|$1|$377,027|—|$480,359|

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