Plan Snapshot
- Plan Sponsor: Mcbride Clinic, INC.
- Sponsor EIN: 730714291
- Sponsor Address: 9600 BROADWAY EXT, OKLAHOMA CITY, OK, 731147408
- Plan Type: 401(k)
- Plan Number: 506
- Total Participants: 668
- Total Assets: $376,356
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 668 | $376,356 | $6.3M | $1.6M |
| 2023 | 677 | $305,240 | $4.1M | $1.6M |
| 2022 | 397 | $459,680 | $4.4M | $1.6M |
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 |
|---|---|---|---|---|
| KEMPTON GROUP ADMINISTRATORS | Other Service Provider | $311,950 | — | $311,950 |
| HEALTHCARE HIGHWAYS | Other Service Provider | $120,475 | — | $120,475 |
| SCRIPT CARE, LTD | Other Service Provider | $94,894 | — | $94,894 |
| DELTA DENTAL | Other Service Provider | $35,280 | — | $35,280 |
| COMPASS | Other Service Provider | $27,605 | — | $27,605 |
| MEDCOM CARE MANAGEMENT, INC. | Other Service Provider | $24,500 | — | $24,500 |
| THE PHIA GROUP | Other Service Provider | $9,152 | — | $9,152 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $623,856
- Estimated Expense Ratio: 165.762% 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 | $657,102 | — | $657,102 | — | — |
| 2023 | $623,439 | — | $623,439 | — | — |
| 2022 | $583,575 | — | $564,421 | — | $19,154 |