Plan Snapshot
- Plan Sponsor: Mason City Clinic, P.C.
- Sponsor EIN: 421009288
- Sponsor Address: 250 SOUTH CRESCENT DRIVE, MASON CITY, IA, 50401
- Plan Type: 401(k)
- Total Participants: 209
- Total Assets: $180.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 209 | $180.0M | $2.7M | $1.5M |
| 2023 | 185 | $157.4M | $2.5M | $1.4M |
| 2022 | 200 | $127.6M | $2.4M | $1.3M |
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 |
|---|---|---|---|---|
| HOGAN HANSEN, P.C. | Auditor | — | — | $0 |
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 | $135,133 | — | $135,133 | — | — |
| 2023 | $108,494 | — | $108,494 | — | — |
| 2022 | $103,173 | — | $103,173 | — | — |