# Mankato Clinic Ltd 401(k) Plan
Source: https://planprovider.pro/companies/mankato-clinic-ltd-401k-plan

> Mankato Clinic Ltd's 401(k) plan: 873 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mankato Clinic Ltd

- **Sponsor EIN:** 410849339

- **Sponsor Address:** 1230 E. MAIN STREET, MANKATO, MN, 56001

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

- **Total Participants:** 873

- **Total Assets:** $236.0M

## 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|873|$236.0M|$7.3M|$5.4M|

| 2023|857|$220.8M|$7.0M|$5.2M|

| 2022|850|$193.5M|$6.9M|$4.9M|

## 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|

| MILLIMAN, INC.|NONE|$177,548|—|$177,548|

| NICOLLET INVESTMENTMANAGEMENT|NONE|$77,213|—|$77,213|

| ADVANCED CAPITAL GROUP|NONE|$51,000|—|$51,000|

| CHARLES SCHWAB TRUST BANK|NONE|$61|$26,486|$26,547|

| EIDE BAILLY LLP|NONE|$18,760|—|$18,760|

### Verified Provider Profiles

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

- [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — NONE

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [EIDE BAILLY LLP](https://planprovider.pro/provider/eide-bailly-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $351,068

- **Estimated Expense Ratio:** 0.149% of plan assets

### 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|$326,456|$128,213|—|$18,760|—|

| 2023|$348,132|$154,065|—|$16,129|—|

| 2022|$324,672|—|—|—|$324,672|

## Similar Plans

- [Fairview Health Services](https://planprovider.pro/companies/grand-itasca-clinic-hospital-401k-plan) — 828 participants

- [Mngi Digestive Health, P.A.](https://planprovider.pro/companies/mngi-digestive-health-p-a-401k-plan) — 1,033 participants

- [Summit Orthopedics, Ltd.](https://planprovider.pro/companies/summit-orthopedics-ltd-401k-plan) — 1,176 participants

- [The Polyclinic, PLLC](https://planprovider.pro/companies/the-polyclinic-pllc-401k-plan) — 1,183 participants

- [Metropolitan Anesthesia Network, LLP](https://planprovider.pro/companies/metropolitan-anesthesia-network-llp-401k-plan) — 554 participants

- [The Corvallis Clinic, P.C.](https://planprovider.pro/companies/the-corvallis-clinic-p-c-401k-plan) — 553 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/mankato-clinic-ltd-401k-plan)

© 2026 PlanProvider.Pro