Plan Snapshot
- Plan Sponsor: Tri-County Child & Family Develo
- Sponsor EIN: 421020922
- Sponsor Address: PO BOX 1050, WATERLOO, IA, 50704
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 58
- Total Assets: $4.3M
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 | 58 | $4.3M | $103,631 | $114,094 |
| 2023 | 61 | $3.8M | $126,070 | $127,926 |
| 2022 | 64 | $3.3M | $112,737 | $98,378 |
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 |
|---|---|---|---|---|
| BERGANKDV LTD. | Auditor | — | — | $0 |
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 | $845 | — | — | — | — |
| 2023 | $1,020 | — | — | — | — |
| 2022 | $736 | — | — | — | — |