Back to filter
Original filing (PDF)20250728152216NAL0000884819001
CEDAR RAPIDS METRO ECONOMIC ALLIANCE
Form 5500-SF
FILING_RECEIVED
CEDAR RAPIDS METRO ECONOMIC ALLIANCE 401(K) PLAN
401(k) retirement plan
Active participants
23
Accounts w/ balance
33
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CEDAR RAPIDS METRO ECONOMIC ALLIANCE.
Plan sponsor
Name
CEDAR RAPIDS METRO ECONOMIC ALLIANCE
EIN
42-0172900
Address
501 1ST ST. SE · CEDAR RAPIDS, IA · 52401
Phone
(319) 398-5317
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Name
ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
EIN
42-1484983
City
KNOXVILLE, TN
Phone
(865) 670-1844
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-28
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Other Services (ex. Public Admin) plans
AMARILLO AREA FOUNDATION
AMARILLO AREA FOUNDATION 403(B) PLAN
$3.1M · 22 participants
NATIONAL COUNCIL FOR SCIENCE AND THE ENVIRONMENT
NATIONAL COUNCIL FOR SCIENCE AND THE ENVIRONMENT 403B PLAN
$3.1M · 5 participants
CHRISTIAN VETERINARY MISSION
CHRISTIAN VETERINARY MISSION 403(B) PLAN
$3.1M · 69 participants
PATHWAY ENTERPRISES, INC.
PATHWAY ENTERPRISES, INC. 401(K) PLAN
$3.1M · 140 participants
METHODIST HOME FOR CHILDREN
METHODIST HOME FOR CHILDREN PENSION PLAN
$3.1M · 27 participants
THE INSTITUTE FOR COLLEGE ACCE
THE INSTITUTE FOR COLLEGE ACCE 401(K) PROFIT SHARING PLAN & TRUST
$3.1M · 24 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B