Iowa Senior 401(k) Pooled Employer Plan
Sponsored by Fiduciary Wise, Llc · EIN 813799174 · Plan #401
- Total assets
- $12.7M
- Net assets
- $12.7M
- Active participants
- 846
- With balances
- 383
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 |
|---|---|---|
| Steele Capital Management, Inc. CRD 107097 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Steele Capital Management, Inc. | Investment advisory (participants) | $43,298 |
| Epic Retirement Plan Services | Recordkeeping | $41,069 |