# Joint Board Trustees Of I.U.P.A.T. Local 447 Deferred Savings Plan 401(k) Plan
Source: https://planprovider.pro/companies/joint-board-trustees-of-i-u-p-a-t-local-447-deferred-savings-plan-421235434-001

> Joint Board Trustees Of I.U.P.A.T. Local 447 Deferred Savings Plan's 401(k) plan: 168 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Joint Board Trustees Of I.U.P.A.T. Local 447 Deferred Savings Plan

- **Sponsor EIN:** 421235434

- **Sponsor Address:** EASTERN IOWA FRINGE BENEFIT FUNDS, CEDAR RAPIDS, IA, 52404

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

- **Plan Number:** 001

- **Total Participants:** 168

- **Total Assets:** $18.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **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|168|$18.1M|$461,153|$66,162|

| 2023|158|$18.2M|$482,155|$70,137|

| 2022|154|$17.0M|$461,614|$60,094|

## 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|

| I.U.P.A.T. LOCAL 447 DEFERRED SAVIN|Other Service Provider|$145,670|—|$145,670|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $145,670

- **Estimated Expense Ratio:** 0.804% 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|$112,135|$82,970|$29,165|—|—|

| 2023|$108,620|$78,274|$30,346|—|—|

| 2022|$53,762|$19,387|$34,375|—|—|

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