Plan Snapshot
- Plan Sponsor: Lifeserve Blood Center
- Sponsor EIN: 272092557
- Sponsor Address: 5625 NW JOHNSTON DRIVE, JOHNSTON, IA, 50131
- Plan Type: 403(b)
- Total Participants: 304
- Total Assets: $22.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 304 | $22.7M | $501,601 | $1.0M |
| 2023 | 321 | $18.9M | $471,094 | $935,116 |
| 2022 | 353 | $15.7M | $421,374 | $831,363 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, 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 |
|---|---|---|---|---|---|
| 2024 | $79,670 | — | $79,670 | — | — |
| 2023 | $63,700 | — | $63,700 | — | — |
| 2022 | $86,522 | — | $86,522 | — | — |