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 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.
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): WELLMARK, MORGAN STANLEY, UBS FINANCIAL SERVICES, DELTA DENTAL OF IOWA, DANIEL KELLY - DM KELLY & CO, CAPITAL RESOURCE MANAGEMENT.
