Plan Ledger DOL Form 5500 · updated monthly

Iowa Focus401(k)

IOWA FOCUS 401(K) PLAN · COUNCIL BLUFFS, IA · plan year 2022

Reported admin expense ratio · 2022
0.89%

Iowa Focus reported $772 in plan administrative expenses for 2022: 0.89% of average plan assets, above the peer median. 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Iowa (874th of 878), and 11,785th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$94,906
Participants with balances65
Active participants94
Employer contributions—
Employee contributions$46,710
Employer contribution per active participant—
Average account balance$1,460
Benefits paid to participants$14,529
Plan auditUnmodified (clean) audit opinion
AuditorRYAN + MANN LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$772
Total administrative$772
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$772 · 0.89%
Similar plansHealth Care & Social Assistance · Iowa
Capstone Management LLC IA$322K · 1.79%

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Source: U.S. Department of Labor, Form 5500 series, EIN 270023219 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.