Plan Snapshot
- Plan Sponsor: University Of Iowa Community Medical Services, LLC
- Sponsor EIN: 421454252
- Sponsor Address: 3281 RIDGEWAY DRIVE, STE 2000, CORALVILLE, IA, 52241
- Plan Type: 401(k)
- Total Participants: 82
- Total Assets: $9.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 82 | $9.3M | $425,424 | $592,057 |
| 2023 | 94 | $7.8M | $404,381 | $562,151 |
| 2022 | 88 | $6.5M | $334,859 | $488,243 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $38,306 | — | $38,306 |
| LPL FINANCIAL | BROKER | — | $21,435 | $21,435 |
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- LPL FINANCIAL — BROKER
- EIDE BAILLY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,741
- Estimated Expense Ratio: 0.640% 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 | $43,302 | $4,996 | — | — | — |
| 2023 | $35,234 | $3,423 | — | — | — |
| 2022 | $31,591 | $3,195 | — | — | — |