AUMdb

Iowa 80 Group, Inc. 401(k) Plan

Sponsored by Iowa 80 Group, Inc. · EIN 420919645 · Plan #002

Total assets
$46.3M
Net assets
$46.3M
Active participants
700
With balances
480

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
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $87,127
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0