# Trustees - Iatse Local 27 Profit Sharing Plan DC Plan
Source: https://planprovider.pro/companies/trustees-iatse-local-27-profit-sharing-plan-plan

> Trustees - Iatse Local 27 Profit Sharing Plan's DC plan: 886 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:

- [NEITZEL, LUKE & SALOPEK, INC.](https://planprovider.pro/provider/neitzel-luke-and-salopek-inc) — N/A

## 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|

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