# Clay-Platte Family Medicine Clinic, PC. 401(k) Plan
Source: https://planprovider.pro/companies/clay-platte-family-medicine-clinic-pc-401k-plan

> Clay-Platte Family Medicine Clinic, PC.'s 401(k) plan: 175 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Clay-Platte Family Medicine Clinic, PC.

- **Sponsor EIN:** 431702375

- **Sponsor Address:** 5501 NW 62ND TERRACE, KANSAS CITY, MO, 64151

- **Plan Type:** 401(k)

- **Total Participants:** 175

- **Total Assets:** $19.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|175|$19.5M|$281,605|$888,033|

| 2023|196|$15.9M|$412,085|$683,411|

| 2022|156|$12.4M|$247,222|$616,049|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PICKETT, CHANEY & MCMULLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PICKETT, CHANEY & MCMULLEN LLP](https://planprovider.pro/provider/pickett-chaney-and-mcmullen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$5,909|—|—|—|—|

| 2023|$5,238|—|—|—|—|

| 2022|$4,866|—|—|—|—|

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