Back to filter
Original filing (PDF)20250821133552NAL0004200385001
DES MOINES INVESTMENTS, LLC
Form 5500-SF
FILING_RECEIVED
DSMI DB PLAN
Defined-benefit pension plan
Active participants
2
Accounts w/ balance
0
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
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 DES MOINES INVESTMENTS, LLC.
Plan sponsor
Name
DES MOINES INVESTMENTS, LLC
EIN
85-1516426
Address
2 EAST ARMY POST RD. · DES MOINES, IA · 50315
Phone
(515) 777-1150
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-21
Pension benefit codes
1A · Pay-related DB formula
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
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 Finance & Insurance plans
ANDREWS FINANCIAL GROUP, INC.
ANDREWS FINANCIAL GROUP, INC. 401(K) PS PLAN
$1.7M · 5 participants
E A HORWITZ LLC
E.A. HORWITZ LLC 401(K) PLAN & TRUST
$1.7M · 6 participants
RETIREMENT PLANNING GROUP LLC
RETIREMENT PLANNING GROUP 401(K) PLAN
$1.7M · 6 participants
THE GLEASON GROUP
THE GLEASON GROUP RETIREMENT PLAN
$1.7M · 10 participants
RHAME & GORRELL WEALTH MANAGEMENT
RHAME & GORRELL CASH BALANCE PLAN
$1.7M · 19 participants
ADVANCED WEALTH MANAGEMENT, INC.
ADVANCED WEALTH MANAGEMENT 401(K) P/S PLAN
$1.7M · 7 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
