# Iowa Student Loan Liquidity 401(k) Plan
Source: https://planprovider.pro/companies/iowa-student-loan-liquidity-421137531-001

> Iowa Student Loan Liquidity's 401(k) plan: 163 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Iowa Student Loan Liquidity

- **Sponsor EIN:** 421137531

- **Sponsor Address:** 6805 VISTA DRIVE, WEST DES MOINES, IA, 502669305

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

- **Plan Number:** 001

- **Total Participants:** 163

- **Total Assets:** $61.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|163|$61.0M|$1.4M|$1.4M|

| 2023|169|$54.9M|$1.4M|$1.3M|

| 2022|160|$53.9M|$1.4M|$1.3M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|Recordkeeper|$25,637|—|$25,637|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $25,637

- **Estimated Expense Ratio:** 0.042% 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|$26,081|—|$26,081|—|—|

| 2023|$10,154|—|$10,154|—|—|

| 2022|$9,366|—|$9,366|—|—|

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