# The Corvallis Clinic, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/the-corvallis-clinic-p-c-401k-plan

> The Corvallis Clinic, P.C.'s 401(k) plan: 553 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Corvallis Clinic, P.C.

- **Sponsor EIN:** 931221257

- **Sponsor Address:** 6022 BLUE CIRCLE DRIVE, MINNETONKA, MN, 55343

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

- **Total Participants:** 553

- **Total Assets:** $124.5M

## 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|553|$124.5M|$506,741|$4.3M|

| 2023|568|$119.5M|$845,385|$4.2M|

| 2022|556|$108.6M|$1.2M|$3.8M|

## 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|

| THE VANGUARD GROUP, INC.|NONE|$98,638|—|$98,638|

| VANGUARD ADVISERS INC.|NONE|$29,812|—|$29,812|

| BAKER TILLY, US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [VANGUARD ADVISERS INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [BAKER TILLY, US LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $128,450

- **Estimated Expense Ratio:** 0.103% 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|$126,615|—|—|—|—|

| 2023|$120,073|$22,870|—|—|—|

| 2022|$117,122|—|—|—|—|

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

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