Plan Snapshot
- Plan Sponsor: Trustees Of I.A.T.S.E. Local 13 Retirement Plan & Trust
- Sponsor EIN: 411735205
- Sponsor Address: 2520 PILOT KNOB RD SUITE 325, MENDOTA HEIGHTS, MN, 551201369
- Plan Type: DC
- Total Participants: 1,387
- Total Assets: $26.6M
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 | 1,387 | $26.6M | $1.2M | $737,392 |
| 2023 | 1,426 | $24.4M | $977,265 | $590,544 |
| 2022 | 1,254 | $23.1M | $937,429 | $575,548 |
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 |
|---|---|---|---|---|
| LEGACY PROFESSIONALS LLP | Auditor | $17,000 | — | $17,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,000
- Estimated Expense Ratio: 0.064% 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 | $256,388 | $44,871 | $119,405 | $17,000 | — |
| 2023 | $259,178 | $41,875 | $125,307 | $16,100 | — |
| 2022 | $166,530 | $45,345 | $103,171 | — | $8,692 |