What public Form 5500 filings show about the Iowa State Education Association 401(k) plan — and how to find and check your own account.
Iowa State Education Association (EIN 42-0335775) reports IOWA STATE EDUCATION ASSOCIATION 401(K) PLAN on its most recent Form 5500, with $24.2M in plan assets across 58 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Iowa State Education Association filing — schedules, fees, and providers.
Iowa State Education Association’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Iowa State Education AssociationHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ADVANCE CAPITAL GROUP, OCTOBER THREE CONSULTING, SMITH & HOWARD PC, U S BANK NATIONAL ASSOCIATION.
