# Medical Practice Consortium 401(k) Plan
Source: https://planprovider.pro/companies/medical-practice-consortium-832817001-501

> Medical Practice Consortium's 401(k) plan: 909 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Medical Practice Consortium

- **Sponsor EIN:** 832817001

- **Sponsor Address:** 322 CANAL WALK, INDIANAPOLIS, IN, 462023278

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

- **Plan Number:** 501

- **Total Participants:** 909

- **Total Assets:** $13.3M

## 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|909|$13.3M|$11.9M|$0|

| 2023|836|$14.8M|$10.0M|$0|

| 2022|807|$15.6M|$10.0M|$0|

## 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|

| ANTHEM INSURANCE COMPANIES, INC|Other Service Provider|$827,322|—|$827,322|

| INDIANA STATE MEDICAL ASSOC INS AGY|Other Service Provider|$323,341|—|$323,341|

| EPIPHANYRX|Other Service Provider|$252,700|—|$252,700|

| LHD BENEFITS ADVISORS|Other Service Provider|$142,800|—|$142,800|

| BOSE, MCKINNEY & EVANS LLP|ERISA Attorney|$110,242|—|$110,242|

| MILLIMAN, INC.|Recordkeeper|$54,884|—|$54,884|

| ARTHUR J GALLAGHER & CO|Investment Advisor|$44,296|—|$44,296|

| CLK SOLUTIONS LLC|Other Service Provider|$39,835|—|$39,835|

| VITAL INCITE, LLC|Other Service Provider|$29,714|—|$29,714|

| DELTA DENTAL OF INDIANA|Recordkeeper|$27,403|—|$27,403|

| BRADY WARE RKN|Other Service Provider|$25,100|—|$25,100|

### Verified Provider Profiles

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

- [BOSE, MCKINNEY & EVANS LLP](https://planprovider.pro/provider/bose-mckinney-and-evans-llp) — ERISA Attorney

- [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — Recordkeeper

- [ARTHUR J GALLAGHER & CO](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,877,637

- **Estimated Expense Ratio:** 14.083% 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|$2,179,420|$76,565|$1,575,926|$25,260|—|

| 2023|$1,857,060|$69,915|$1,462,350|$23,905|—|

| 2022|$1,685,692|$49,855|—|—|$1,635,837|

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