Iowa Limestone Company Profit Sharing Plan
Sponsored by Iowa Limestone Company Dba Ilc Resources · EIN 420332760 · Plan #003
- Total assets
- $24.8M
- Net assets
- $24.8M
- Active participants
- 168
- With balances
- 183
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 |
|---|---|---|
| Bison Wealth, Llc CRD 299805 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bison Wealth | Investment advisory (plan) | $29,778 |
| Nationwide | Custodial (securities), Investment advisory (plan) | $29,630 |
| Newport Group, Inc. | Recordkeeping, Consulting (pension) | $19,856 |
| Newport Group, Inc. | Recordkeeping, Consulting (pension) | $18,159 |
| Nationwide | Custodial (securities), Investment advisory (plan) | $1,041 |
| Newport Group, Inc. | Recordkeeping, Consulting (pension) | $520 |