Plan Snapshot
- Plan Sponsor: The Board Of Trustees Of The Indiana Teamsters Defined Contribution Pl
- Sponsor EIN: 882227956
- Sponsor Address: 2829 MADISON AVE, INDIANAPOLIS, IN, 46225
- Plan Type: DC
- Total Participants: 1,730
- Total Assets: $4.5M
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 | 1,730 | $4.5M | $0 | $0 |
| 2024 | 1,570 | $2.5M | $0 | $0 |
| 2023 | 1,444 | $917,590 | $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 |
|---|---|---|---|---|
| R J PILE & COMPANY, LLC DBA PILE CP | Auditor | $15,500 | — | $15,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,500
- Estimated Expense Ratio: 0.348% of plan assets
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 | $97,589 | $18,481 | — | $15,500 | — |
| 2024 | $157,645 | $8,943 | — | $14,500 | — |
| 2023 | $54,169 | — | — | — | $14,800 |