Plan Snapshot
- Plan Sponsor: Iowa Limestone Company Dba Ilc Resources
- Sponsor EIN: 420332760
- Sponsor Address: 3301 106TH CIRCLE, URBANDALE, IA, 50322
- Plan Type: DC
- Total Participants: 168
- Total Assets: $24.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 168 | $24.8M | $1.6M | $574,166 |
| 2023 | 164 | $22.8M | $1.5M | $547,654 |
| 2022 | 158 | $20.4M | $1.4M | $520,266 |
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 |
|---|---|---|---|---|
| NATIONWIDE | Custodian / Trustee | $30,671 | — | $30,671 |
| BISON WEALTH | Investment Advisor | $29,778 | — | $29,778 |
| NEWPORT GROUP, INC. | Recordkeeper | $19,856 | — | $19,856 |
| NEWPORT GROUP, INC. | Recordkeeper | $18,679 | — | $18,679 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $98,984
- Estimated Expense Ratio: 0.400% 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 | $54,168 | — | $54,168 | — | — |
| 2023 | $47,464 | $47,464 | — | — | — |
| 2022 | $45,333 | $45,333 | — | — | — |