Bank Iowa Retirement Savings Plan
Sponsored by Bank Iowa Corporation · EIN 470469229 · Plan #002
- Total assets
- $49.5M
- Net assets
- $49.5M
- Active participants
- 284
- With balances
- 400
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Security National Bank | Trustee (institutional), Investment management, Recordkeeping fees | $112,722 |
| Charles Schwab Trust Bank | Custodial (securities), Shareholder servicing fees | $11,917 |
| Charles Schwab & Co Inc | Custodial (securities), Shareholder servicing fees | $0 |