Plan Ledger DOL Form 5500 · updated monthly

Link Associates Employer 403(B) Retireme403(b)

LINK ASSOCIATES EMPLOYER 403B RETIREMENT PLAN · WEST DES MOINES, IA · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Link Associates Employer 403(B) Retireme reported $7,780 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $38 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 2 years on file its reported administrative ratio rose from 0.22% to 0.23%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Iowa (755th of 878), and 8,954th of 11,911 in health care & social assistance. In 2024, employees put in $50.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,420,549
Participants with balances407
Active participants129
Employer contributions$4,951
Employee contributions$247,634
Employer contribution per active participant$38
Average account balance$8,404
Benefits paid to participants$391,036
Plan auditDisclaimer of opinion
AuditorDENMAN CPA LLP
Plan history3
Yearassets · accounts · employer contribution
2024$3.4M · 407 accts · $5K emplr
2023$3.3M · 396 accts · $5K emplr
2022$2.7M · 379 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,780
Total administrative$7,780
Employer contributions to the Link Associates Employer 403(B) Retireme plan · 2024
Employer contribution per active participant$38
Median for plans this size$1,313
2024$38 per active participant
2023$39 per active participant

Link Associates Employer 403(B) Retireme'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.

Administrative cost history3
2024$7,780 · 0.23%
2023$4,727 · 0.16%
2022$6,233 · 0.22%
Same employer
Similar plansHealth Care & Social Assistance · Iowa
Nishna Productions, Inc. IA$3.3M · 0.86%
Foundation 2, Inc. IA$2.9M · 1.35%
Family Resources, Inc. IA$2.8M · 0.82%

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Source: U.S. Department of Labor, Form 5500 series, EIN 420815363 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.