AUMdb

Iowa Builders Retirement Plan

Sponsored by Executive Board Of The Iowa Builders Retirement Plan · EIN 426135556 · Plan #001

Total assets
$74.6M
Net assets
$74.6M
Active participants
435
With balances
882

Plan year beginning 07/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

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

Firm Match Plan year
Fiducient Advisors Llc CRD 106720 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
John Hancock Recordkeeping, Float revenue, Recordkeeping fees $70,054
Fiducient Advisors Llc Investment advisory (plan) $59,725
Auxiant Contract administrator, Direct payment from the plan, Recordkeeping fees $45,966
Novara Tesija Catenacci Mcdonald & Legal, Direct payment from the plan $33,555
Employee Fringes Audit Company Accounting $13,000
Uhy, Llp Accounting $10,500