Retirement plan

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

Name: INDEPENDENT INSURANCE AGENTS OF IOWA, INC - INDEPENDENT INSURANCE AGENTS OF IOWA, INC. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: INDEPENDENT INSURANCE AGENTS OF IOWA, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INDEPENDENT INSURANCE AGENTS OF IOWA, INC. 401(K) PROFIT SHARING PLAN, INDEPENDENT INSURANCE AGENTS OF IOWA, INC

INDEPENDENT INSURANCE AGENTS OF IOWA, INCEIN 42-0650404Plan #001PY 2025

4000 WEST TOWN PARKWAY - WEST DES MOINES, IA 50266515-402-4032iiaiowa.comLinkedIn1-10 employeesinsurance

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.1M

+20.1% from 2024

Total participants

0.0% from 2024

Average account balance

$300,546

+20.1% from 2024

Annual return

12.63%

-6.61 pp from 2024

Benchmarks

See 9,624 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort9,624 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.10M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$301K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$131K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.63%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1119

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E3D2G2J2F2T3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$8K

$1305 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.372%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$300,546

$157,829+90.4%

$136,867+119.6%

$198,609+51.3%

Participation rate

100.0%

77.2%+22.8pp

74.5%+25.5pp

82.4%+17.6pp

Annual return

12.63%

51.25%-38.6pp

42.97%-30.3pp

202.70%-190.1pp

Employer contribution / active EE

$14,186

$3,923+261.6%

$3,547+299.9%

$5,055+180.6%

Participant deferral / active EE

$7,592

$5,463+39.0%

$4,924+54.2%

$6,977+8.8%

Admin fee / account holder

$1,119

$11,107-89.9%

$10,340-89.2%

$19,030-94.1%

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion