Plan Snapshot
- Plan Sponsor: United Iowa Financial
- Sponsor EIN: 834422013
- Sponsor Address: 2346 MORMON TREK BLVD,, IOWA CITY, IA, 52246
- Plan Type: 401(k)
- Total Participants: 17
- Total Assets: $8.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 17 | $8.0M | $308,774 | $242,657 |
| 2023 | 13 | $5.9M | $302,975 | $210,087 |
| 2022 | 13 | $4.3M | $312,616 | $213,170 |