# Mcfarland Clinic, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/mcfarland-clinic-p-c-401k-plan

> Mcfarland Clinic, P.C.'s 401(k) plan: 1,393 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mcfarland Clinic, P.C.

- **Sponsor EIN:** 421089512

- **Sponsor Address:** 1215 DUFF AVE., AMES, IA, 50010

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

- **Total Participants:** 1,393

- **Total Assets:** $487.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|1,393|$487.9M|$12.6M|$10.4M|

| 2023|1,398|$448.2M|$12.4M|$10.4M|

| 2022|1,436|$405.1M|$11.7M|$9.6M|

## 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|

| FOSTER GROUP INC|NONE|$291,364|—|$291,364|

| SCHWAB RETIREMENT PLAN SERVICES INC|NONE|$137,515|—|$137,515|

| ENVESTNET ASSET MANAGEMENT INC|NONE|$55,509|—|$55,509|

| STEELE CAPITAL MANAGEMENT INC|NONE|$45,663|—|$45,663|

| IOWA WEALTH MANAGEMENT LLC|NONE|$26,680|—|$26,680|

| MORNINGSTAR INC|NONE|$21,041|—|$21,041|

| FIVE TALENTS FINANCIAL|NONE|$14,937|—|$14,937|

| BRINKER CAPITAL INVESTMENTS LL|NONE|$13,600|—|$13,600|

| LARSON FINANCIAL GROUP LLC|NONE|$10,412|—|$10,412|

| CHARLES SCHWAB & CO., INC.|NONE|$9,565|—|$9,565|

| UHY LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SCHWAB RETIREMENT PLAN SERVICES INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [STEELE CAPITAL MANAGEMENT INC](https://planprovider.pro/provider/steele-capital-management-inc) — NONE

- [MORNINGSTAR INC](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [CHARLES SCHWAB & CO., INC.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [UHY LLP](https://planprovider.pro/provider/uhy-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $626,286

- **Estimated Expense Ratio:** 0.128% 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|$613,874|$487,979|—|—|—|

| 2023|$555,260|$414,089|—|—|—|

| 2022|$568,156|$416,436|—|—|—|

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

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