# Iowa State Bank 401(k) Plan
Source: https://planprovider.pro/companies/iowa-state-bank-401k-plan-001-5307

> Iowa State Bank's 401(k) plan: 123 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Iowa State Bank

- **Sponsor EIN:** 420335307

- **Sponsor Address:** 105 ALBANY AVENUE, ORANGE CITY, IA, 510411773

- **Plan Type:** 401(k)

- **Total Participants:** 123

- **Total Assets:** $21.5M

## 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|123|$21.5M|$581,597|$966,419|

| 2023|134|$20.4M|$491,186|$866,083|

| 2022|104|$17.9M|$400,993|$736,546|

## 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|

| MERIWETHER, WILSON & COMPANY, PLLC|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|$81,609|—|$81,609|—|—|

| 2023|$73,565|—|$73,565|—|—|

| 2022|$68,734|—|$68,734|—|—|

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