AUMdb

Iowa State University Foundation Defined Contribution Retirement Plan

Sponsored by Iowa State University Foundation · EIN 421143702 · Plan #001

Total assets
$50.4M
Net assets
$50.4M
Active participants
204
With balances
348

Plan year beginning 07/01/2024 · Total 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
Cliftonlarsonallen Llp Accounting $6,000