Plan Snapshot
- Plan Sponsor: Shorts Travel Management, INC
- Sponsor EIN: 420810650
- Sponsor Address: 1203 WEST RIDGEWAY AVENUE, WATERLOO, IA, 50701
- Plan Type: 401(k)
- Total Participants: 160
- Total Assets: $9.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 160 | $9.1M | $258,356 | $655,241 |
| 2023 | 118 | $8.8M | $192,699 | $546,411 |
| 2022 | 96 | $7.8M | $141,948 | $388,443 |
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 |
|---|---|---|---|---|
| LEWIS, KISCH & ASSOCIATES, LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEWIS, KISCH & ASSOCIATES, LTD — 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 | $37,505 | $25,233 | — | — | — |
| 2023 | $39,735 | $23,671 | — | — | — |
| 2022 | $42,166 | — | — | — | — |