The Krell Institute DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: The Krell Institute
  • Sponsor EIN: 421457548
  • Sponsor Address: 1609 GOLDEN ASPEN DRIVE, SUITE 101, AMES, IA, 50010
  • Plan Type: DC
  • Total Participants: 27
  • Total Assets: $8.8M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202527$8.8M$195,093$178,064
202417$7.3M$186,828$176,123
202317$6.2M$162,411$168,810
202215$6.0M$156,925$156,684

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