Original filing (PDF)20251209094419NAL0003493778001

INDEPENDENT INSURANCE AGENTS OF IOWA, INC

Name: INDEPENDENT INSURANCE AGENTS OF IOWA, INC — INDEPENDENT INSURANCE AGENTS OF IOWA, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: INDEPENDENT INSURANCE AGENTS OF IOWA, INC

Form 5500-SF

FILING_RECEIVED

INDEPENDENT INSURANCE AGENTS OF IOWA, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INDEPENDENT INSURANCE AGENTS OF IOWA, INC.

Plan sponsor

Name

INDEPENDENT INSURANCE AGENTS OF IOWA, INC

EIN

42-0650404

Address

4000 WEST TOWN PARKWAY · WEST DES MOINES, IA · 50266

Phone

(515) 402-4032

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-09-01

Tax period

2025-08-31

Filed

2025-12-09

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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