DANIEL KELLY - DM KELLY & CO

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

3,520

Total plan assets

$882.3M

Filings (rows)

Direct comp

$97K

Indirect comp

SERVICES PROVIDED

Other3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
THE IOWA CLINIC, P.C. THE IOWA CLINIC 401(K) PROFIT SHARING PLAN	WEST DES MOINES, IA	Other NONE	1,230	$328.9M	$37K
THE IOWA CLINIC, P.C. THE IOWA CLINIC 401(K) PROFIT SHARING PLAN	WEST DES MOINES, IA	Other NONE	1,174	$296.0M	$31K
THE IOWA CLINIC, P.C. THE IOWA CLINIC 401(K) PROFIT SHARING PLAN