Iowa State Education Association Employees' Pension Trust
Sponsored by Iowa State Education Association · EIN 420335775 · Plan #001
- Total assets
- $38.3M
- Net assets
- $38.3M
- Active participants
- 45
- With balances
- 0
Plan year beginning 09/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Advanced Capital Group, Inc. CRD 109673 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Advance Capital Group, Inc. | Custodial (securities), Investment advisory (plan), Investment management | $92,848 |
| October Three Consulting Llc | Actuarial, Consulting (pension) | $26,670 |
| Smith & Howard, Pc | Accounting | $11,500 |
| U.S. Bank National Association | Trustee (institutional), Trustee (directed) | $11,477 |