How big is CIO, LLC's plan?

CIO, LLC's plan reported $7.3M in assets and 54 participants for 2025.

Original filing (PDF)20260522162518NAL0007337490001

CIO, LLC

Name: CIO, LLC — Central Iowa Orthodontics, P.C. 401(k), Form 5500 (2025)
Creator: CIO, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Central Iowa Orthodontics, P.C. 401(k) Plan

401(k) retirement plan · CIO, LLC's Central Iowa Orthodontics, P.C. 401(k) Plan held $7.3M in plan assets for 54 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.3M

Net assets (EOY)

$7.3M

People on this filing

Corey C. Conrad signed CIO, LLC's 2025 Form 5500 as plan administrator.

Corey C. Conrad — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

CIO, LLC's EIN is 37-1875828.

EIN 37-1875828

Plan number 001

Plan year 2025

ACK ID 20260522162518NAL0007337490001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for CIO, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

CIO, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CIO, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

CIO, LLC

EIN

all filings

Address

5890 MORNING STAR COURT · PLEASANT HILL, IA · 50327

Phone

(515) 266-2154

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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