Plan Snapshot
- Plan Sponsor: Trustees - Iatse Local 27 Profit Sharing Plan
- Sponsor EIN: 341783226
- Sponsor Address: 25000 CENTER RIDGE ROAD, SUITE 8, WESTLAKE, OH, 44145
- Plan Type: DC
- Total Participants: 886
- Total Assets: $11.4M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 886 | $11.4M | $784,721 | $0 |
| 2023 | 492 | $10.3M | $667,359 | $0 |
| 2022 | 803 | $9.4M | $678,457 | $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 |
|---|---|---|---|---|
| QUAYLE CO. SECURITIES | N/A | $41,551 | — | $41,551 |
| NEITZEL, LUKE & SALOPEK, INC. | N/A | $18,340 | — | $18,340 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,891
- Estimated Expense Ratio: 0.523% 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 |
|---|---|---|---|---|---|
| 2024 | $169,188 | $41,551 | — | — | — |
| 2023 | $148,587 | $37,183 | — | — | — |
| 2022 | $147,895 | $37,800 | $3,400 | — | $28,495 |