# Medical Associates Clinic, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/medical-associates-clinic-p-c-401k-plan

> Medical Associates Clinic, P.C.'s 401(k) plan: 1,103 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/steele-capital-management-inc) — INVESTMENT ADVISOR

- [EIDE BAILLY LLP](https://planprovider.pro/provider/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|

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

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