Plan Snapshot
- Plan Sponsor: Link Associates Employer 403(B) Retireme
- Sponsor EIN: 420815363
- Sponsor Address: 1452 29TH STREET, WEST DES MOINES, IA, 502661306
- Plan Type: 403(b)
- Total Participants: 129
- Total Assets: $3.4M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 129 | $3.4M | $4,951 | $247,634 |
| 2023 | 133 | $3.3M | $5,157 | $254,468 |
| 2022 | 125 | $2.7M | $0 | $231,708 |
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 |
|---|---|---|---|---|
| DENMAN CPA LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DENMAN CPA 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 | $7,780 | — | $7,780 | — | — |
| 2023 | $4,727 | — | $4,727 | — | — |
| 2022 | $6,233 | — | $6,233 | — | — |