Plan Ledger DOL Form 5500 · updated monthly

Easter Seals Society of Iowa, Inc.403(b)

EASTER SEALS SOCIETY OF IOWA, INC. · DES MOINES, IA · plan year 2024

Reported admin expense ratio · 2024
0.55%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Easter Seals Society of Iowa, Inc. reported $18,511 in plan administrative expenses for 2024: 0.55% of average plan assets, above the peer median. Employer contributions averaged $287 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.55%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Iowa (753rd of 878), and 2,569th of 3,341 in other services. In 2024, employees put in $2.20 for every $1.00 the employer contributed; active participation has shrunk from 343 to 295 since 2022.

Plan summary
Net assets, end of year$3,449,379
Participants with balances122
Active participants295
Employer contributions$84,639
Employee contributions$185,937
Employer contribution per active participant$287
Average account balance$28,274
Benefits paid to participants$287,207
Plan auditUnmodified (clean) audit opinion
AuditorFORGE FINANCIAL & MGMT CONSULTING
Plan history3
Yearassets · accounts · employer contribution
2024$3.4M · 122 accts · $85K emplr
2023$3.3M · 138 accts · $81K emplr
2022$2.9M · 73 accts · $77K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,050
Trustee / custodial$17,461
Total administrative$18,511
Employer contributions to the Easter Seals Society of Iowa, Inc. plan · 2024
Employer contribution per active participant$287
Median for plans this size$1,313
2024$287 per active participant
2023$295 per active participant
2022$225 per active participant

Easter Seals Society of Iowa, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
BANKERS TRUST COMPANY · Recordkeeping · Trustee$16,098
LINCOLN NATIONAL CORPORATION · Contract administrator$2,413

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024BANKERS TRUST COMPANY
2023BANKERS TRUST COMPANY

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$18,511 · 0.55%
2023$15,518 · 0.51%
2022$15,193 · 0.57%
Similar plansOther Services · Iowa
C.R.I.C. LTD. IA$7.4M · 0.78%
City Laundering Co. IA$5.6M · 0.36%
Sharpness Inc IA$600K · 5.56%
Heritage Group, LLC IA$349K · 0.66%

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Source: U.S. Department of Labor, Form 5500 series, EIN 420707100 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.