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IOWA ALLERGY CLINIC — IOWA ALLERGY CLINIC 401(K) PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20251204120447NAL0004511026001
IOWA ALLERGY CLINIC
Form 5500-SF
FILING_RECEIVED
IOWA ALLERGY CLINIC 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 12.6 mo
Active participants
14
Accounts w/ balance
13
Plan assets (EOY)
$182K
Net assets (EOY)
$182K
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
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 ALLERGY CLINIC
.
Find decision makers
Plan sponsor
Name
IOWA ALLERGY CLINIC
EIN
83-1746927
Address
5901 WESTOWN PKWY., SUITE 250 · WEST DES MOINES, IA · 50266
Phone
(515) 410-9400
Industry
Health Care & Social Assistance
see all
Plan administrator
Name
THE FINWAY GROUP
EIN
42-1468222
City
WEST DES MOINES, IA
Phone
(515) 226-0974
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2025-12-04
Pension benefit codes
2T · Default investment account (QDIA)
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
Service providers (Schedule C)
Small plans don't disclose service providers
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100
Knocking points off
Filed 12.6 months past the 10.5-month grace window.
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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