Ida Grove Bancshares, Inc. Esop With 401(k) Provisions And Trust Agreement
Sponsored by United Bank Of Iowa · EIN 421166401 · Plan #003
- Total assets
- $67.2M
- Net assets
- $67.2M
- Active participants
- 290
- With balances
- 375
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 |
|---|---|---|
| Principal Securities, Inc. CRD 1137 | deterministic · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $122,747 |
| Eide Bailly | Accounting, Direct payment from the plan | $12,154 |
| Principal Life Insurance | Contract administrator, Investment advisory (plan), Direct payment from the plan | $10,855 |
| Nyemaster Goode, P.C | Investment advisory (plan), Direct payment from the plan | $7,125 |
| Principal Securities Inc | Investment advisory (plan), Other fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |