THE IOWA CLINIC, P.C. 401(k) Plan
What public Form 5500 filings show about the THE IOWA CLINIC, P.C. 401(k) plan — and how to find and check your own account.
The THE IOWA CLINIC, P.C. 401(k) on its latest Form 5500
THE IOWA CLINIC, P.C. (EIN 42-1420077) reports THE IOWA CLINIC 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $328.9M in plan assets across 1,230 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 THE IOWA CLINIC, P.C. filing — schedules, fees, and providers.
Who runs the THE IOWA CLINIC, P.C. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your THE IOWA CLINIC, P.C. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UBS FINANCIAL SERVICES, DELTA DENTAL OF IOWA, CAPITAL RESOURCE MANAGEMENT, DANIEL KELLY - DM KELLY & CO, WELLMARK, MORGAN STANLEY.
How to check your THE IOWA CLINIC, P.C. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask THE IOWA CLINIC, P.C. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).