Search public Form 5500 filings

Filters & tools • active

Investigation panel

Clear

16 results

Sort:Relevance Latest filing year Largest assets Most participants Highest provider compensation

Filters:State: IA City: CHARLES CITY Clear all

Companies

companyNexus Cooperative
$53.6Mreported plan assets
EIN: 42-0243960Location: IAPlans: 2Participants: 692Latest: 2023
View company financial profile →
companyComprehensive Systems, Inc.
2loaded plans
EIN: 42-0951695Location: IAPlans: 2Participants: 325Latest: 2023
View company financial profile →
companyCedar Valley Bankshares, Ltd.
$15.2Mreported plan assets
EIN: 42-1185784Location: IAPlans: 1Participants: 182Latest: 2023
View company financial profile →

Plans

planThe Restated Noncontributory Retirement Plan For CooperativesFinancial statementProvider compensation2023 filing
$39Mreported assets (EOY)
Sponsor: Nexus CooperativeEIN: 42-0243960Plan: 020Participants: 440Assets: $39,016,225Net assets: $39MAssets / participant: $88.7KLocation: Charles City, IALatest: 2023
View financial statement →
planCedar Valley Bankshares, Ltd Profit Sharing AndFinancial statementProvider compensation2023 filing
$15.2Mreported assets (EOY)
Sponsor: Cedar Valley Bankshares, Ltd.EIN: 42-1185784Plan: 002Participants: 182Assets: $15,211,639Net assets: $15.2MAssets / participant: $83.6KLocation: Charles City, IALatest: 2023
View financial statement →
planThe Restated Thrift/Profit Sharing Plan For CooperativesFinancial statementProvider compensation2023 filing
$14.6Mreported assets (EOY)
Sponsor: Nexus CooperativeEIN: 42-0243960Plan: 030Participants: 252Assets: $14,625,044Net assets: $14.6MAssets / participant: $58KLocation: Charles City, IALatest: 2023
View financial statement →
planComprehensive Systems, Inc. Group Insurance Plan2023 filing
Sponsor: Comprehensive Systems, Inc.EIN: 42-0951695Plan: 503Participants: 228Assets: not reported in the loaded datasetLocation: Charles City, IALatest: 2023
View plan profile →
planComprehensive Systems, Inc. Group Health Insurance Plan2023 filing
Sponsor: Comprehensive Systems, Inc.EIN: 42-0951695Plan: 504Participants: 97Assets: not reported in the loaded datasetLocation: Charles City, IALatest: 2023
View plan profile →

Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
View provider analytics →
providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
View provider analytics →
providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
View provider analytics →
providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
View provider analytics →
providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
View provider analytics →
providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
View provider analytics →
providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
View provider analytics →
providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
View provider analytics →