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IOWA NATURAL HERITAGE FOUNDATION — IOWA NATURAL HERITAGE FOUNDATION SECTION 403(B) RETIREMENT PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20241122101548NAL0001017091001
IOWA NATURAL HERITAGE FOUNDATION
Form 5500-SF
FILING_RECEIVED
IOWA NATURAL HERITAGE FOUNDATION SECTION 403(B) RETIREMENT PLAN
403(b) retirement plan
Active participants
32
Accounts w/ balance
36
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
IOWA NATURAL HERITAGE FOUNDATION
.
Find decision makers
Plan sponsor
Name
IOWA NATURAL HERITAGE FOUNDATION
EIN
42-1127544
Address
505 5TH AVE STE 444 · DES MOINES, IA · 503092321
Phone
(515) 228-1846
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2024-11-22
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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ADVENTURE UNLIMITED
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ADVENTURE UNLIMITED 403(B) PLAN
$3.9M · 54 participants
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Large plans in Iowa
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$43.4B
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$13.7B
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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
