Plan Snapshot
- Plan Sponsor: United Way Of Central Iowa
- Sponsor EIN: 420680425
- Sponsor Address: 1111 9TH ST, DES MOINES, IA, 503142527
- Plan Type: DB
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $0 | $0 |
| 2022 | 108 | $50.2M | $0 | $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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $266,232 | — | $266,232 |
| CAPFINANCIAL PARTNERS LLC | INVESTMENT ADVISORY | — | $30,364 | $30,364 |
| FAEGRE DRINKER BIDDLE | LEGAL | $29,435 | — | $29,435 |
| BERGAN KDV | ACCOUNTANT | $20,510 | — | $20,510 |
| BCG PENSION RISK CONSULT | CONTRACT ADMINISTRATOR | $18,750 | — | $18,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FAEGRE DRINKER BIDDLE — LEGAL
- BERGAN KDV — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $365,291
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 |
|---|---|---|---|---|---|
| 2023 | $199,922 | $79,347 | $58,404 | $11,200 | — |
| 2022 | $266,233 | — | $177,402 | — | $88,831 |