Plan Ledger DOL Form 5500 · updated monthly

Iowa 80 Group, Inc.401(k)

IOWA 80 GROUP, INC. 401(K) PLAN · WALCOTT, IA · plan year 2025

Reported admin expense ratio · 2025
0.16%

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

Iowa 80 Group, Inc. reported $77,775 in plan administrative expenses for 2025: 0.16% of average plan assets, below the peer median. Employer contributions averaged $865 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 fell from 0.22% to 0.16%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other wholesale trade employers. By assets it is the 182nd-largest of 878 plans among Iowa employers on file, and the 767th of 4,246 in wholesale trade. In 2025, employees put in $3.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$53,374,569
Participants with balances466
Active participants724
Employer contributions$626,525
Employee contributions$2,029,842
Employer contribution per active participant$865
Average account balance$114,538
Benefits paid to participants$2,100,072
Plan auditUnmodified (clean) audit opinion
AuditorANDERSON LOWER WHITLOW PC
Plan history4
Yearassets · accounts · employer contribution
2025$53.4M · 466 accts · $627K emplr
2024$46.3M · 480 accts · $635K emplr
2023$41.9M · 452 accts · $623K emplr
2022$35.4M · 437 accts · $643K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$77,775
Total administrative$77,775
The Iowa 80 Group, Inc. 401(k) match · 2025
Employer contribution per active participant$865
Median for plans this size$2,666
2025$865 per active participant
2024$907 per active participant
2023$891 per active participant
2022$903 per active participant

Iowa 80 Group, Inc.'s 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$77,775
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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

Administrative cost history4
2025$77,775 · 0.16%
2024$87,128 · 0.20%
2023$75,243 · 0.19%
2022$87,427 · 0.22%
Same employer
Similar plansWholesale Trade · Iowa
Barton Solvents, Inc. IA$64.6M · 0.28%
Echo Group, Inc. IA$62.4M · 0.45%
Tomy International, Inc. IA$54.5M · 0.34%
Plumb Supply Company IA$54.5M · 0.27%
Quick Supply Company IA$48.4M · 0.32%
Ifp Motion Solutions IA$46.8M · 0.20%
Bossard U.S. Holdings, Inc. IA$42.1M · 0.37%
Schimberg Co. IA$41.8M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 420919645 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.