AUMdb

Midwestone Financial Group, Inc. Employee Stock Ownership Plan And Trust

Sponsored by Midwestone Financial Group, Inc. · EIN 421206172 · Plan #001 · Iowa City, IA

Total assets
$13.0M
Net assets
$13.0M
Active participants
699
With balances
662

Plan year beginning 01/01/2024 · Partial participant-directed account

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Recordkeeping fees, Account maintenance fees $32