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

> Joint Board Trustees Of I.U.P.A.T. Local 447 Deferred Savings Plan's DC plan: 168 participants, plan year 2025 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2025.

## 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](https://planprovider.pro/provider/cliftonlarsonallen-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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/joint-board-trustees-of-i-u-p-a-t-local-447-deferred-savings-plan-plan)

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