What public Form 5500 filings show about the United Bank of Iowa 401(k) plan — and how to find and check your own account.
United Bank of Iowa (EIN 42-1166401) reports IDA GROVE BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS AND TRUST AGREEMENT on its most recent Form 5500, with $71.2M in plan assets across 286 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 United Bank of Iowa 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 United Bank of Iowa 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PRINCIPAL FINANCIAL GROU, IDA GROVE BANCSHARES, RSM US LLP, WILSHIRE ADVISORS, PRINCIPAL SECURITIES.
