AUMdb

Iowa Health System Section 401(k) Retirement Savings Plan

Sponsored by Iowa Health System · EIN 421435199 · Plan #006

Total assets
$3.3B
Net assets
$3.3B
Active participants
25,777
With balances
34,138

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $1,246,939
Strategic Advisors, Inc. Investment advisory (plan) $838,842