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: DC
- 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. |
|---|---|---|---|---|
| 2025 | 168 | $18.1M | $0 | $0 |
| 2024 | 158 | $18.2M | $0 | $0 |
| 2023 | 154 | $17.0M | $0 | $0 |
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 |
|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN LLP — Auditor
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 |
|---|---|---|---|---|---|
| 2025 | $112,135 | $82,970 | $29,165 | — | — |
| 2024 | $108,620 | $78,274 | $30,346 | — | — |
| 2023 | $53,762 | $19,387 | $34,375 | — | — |