Plan Snapshot
- Plan Sponsor: Iowa Interstate Railroad LLC
- Sponsor EIN: 363304791
- Sponsor Address: 203 2ND STREET SE, SUITE 500, CEDAR RAPIDS, IA, 52401
- Plan Type: 401(k)
- Total Participants: 248
- Total Assets: $30.0M
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 | 248 | $30.0M | $901,160 | $1.6M |
| 2023 | 232 | $24.3M | $730,732 | $1.3M |
| 2022 | 223 | $20.3M | $638,860 | $1.1M |
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 |
|---|---|---|---|---|
| FORGE FINANCIAL AND MANAGEMENT CONS | 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 | $118,232 | $77,584 | — | — | — |
| 2023 | $95,656 | $62,719 | — | — | — |
| 2022 | $99,461 | $65,734 | $33,727 | — | — |