Iowa Legal Aid 401(k) Profit Sharing Plan
Sponsored by Iowa Legal Aid · EIN 421079227 · Plan #002
- Total assets
- $14.8M
- Net assets
- $14.8M
- Active participants
- 122
- With balances
- 165
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 |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $31,370 |
| Usi Advisors, Inc. | Investment advisory (plan), Direct payment from the plan, Other fees | $10,498 |