Plan Snapshot
- Plan Sponsor: Medical Associates Clinic, P.C.
- Sponsor EIN: 421115442
- Sponsor Address: 1500 ASSOCIATES DRIVE, DUBUQUE, IA, 52002
- Plan Type: 401(k)
- Total Participants: 1,103
- Total Assets: $320.4M
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 | 1,103 | $320.4M | $6.6M | $7.9M |
| 2023 | 1,085 | $294.1M | $5.3M | $7.5M |
| 2022 | 1,087 | $269.1M | $6.4M | $7.3M |
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 |
|---|---|---|---|---|
| STEELE CAPITAL MANAGEMENT INC | INVESTMENT ADVISOR | $85,787 | — | $85,787 |
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | OTHER | $44,306 | — | $44,306 |
| EIDE BAILLY LLP | INVESTMENT ADVISOR | $14,700 | — | $14,700 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $11,386 | — | $11,386 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STEELE CAPITAL MANAGEMENT INC — INVESTMENT ADVISOR
- EIDE BAILLY LLP — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $156,179
- Estimated Expense Ratio: 0.049% 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 | $156,843 | — | $1,709 | — | — |
| 2023 | $277,983 | $54,446 | $132,749 | $13,700 | — |
| 2022 | $190,283 | $72,869 | $77,029 | — | $40,477 |