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

> The Iowa Clinic, P.C.'s 401(k) plan: 1,230 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 421420077

- **Sponsor Address:** 5950 UNIVERSITY AVENUE, STE 331, WEST DES MOINES, IA, 502668289

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

- **Total Participants:** 1,230

- **Total Assets:** $328.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,230|$328.9M|$12.4M|$9.7M|

| 2023|1,174|$296.0M|$11.7M|$8.7M|

| 2022|1,116|$257.3M|$10.9M|$7.9M|

## 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|

| PRINCIPAL LIFE INSURANCE CO|CONTRACT ADMINISTRATOR|$153,106|—|$153,106|

| ED MCGILL-NORTHWESTERN MUTUAL|NONE|$67,589|—|$67,589|

| FOSTER GROUP, INC.|NONE|$54,450|—|$54,450|

| UBS FINANCIAL SERVICES|NONE|$51,972|—|$51,972|

| DANIEL KELLY - DM KELLY & CO|NONE|$37,041|—|$37,041|

| MORGAN STANLEY|NONE|$33,549|—|$33,549|

| MERRILL LYNCH|NONE|$25,421|—|$25,421|

| NYLIFE SECURITIES, LLC|NONE|$22,092|—|$22,092|

| RBC WEALTH MANAGEMENT|NONE|$20,024|—|$20,024|

| CAPITAL RESOURCE MANAGEMENT|NONE|$18,584|—|$18,584|

| LPL FINANCIAL|NONE|$13,629|—|$13,629|

| WELLS FARGO ADVISORS LLC|NONE|$10,224|—|$10,224|

| CHOREO LLC|NONE|$6,438|—|$6,438|

| DENMAN CPA LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ED MCGILL-NORTHWESTERN MUTUAL](https://planprovider.pro/provider/northwestern-mutual) — NONE

- [UBS FINANCIAL SERVICES](https://planprovider.pro/provider/aspire-financial-services) — NONE

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

- [MERRILL LYNCH](https://planprovider.pro/provider/merrill-lynch) — NONE

- [RBC WEALTH MANAGEMENT](https://planprovider.pro/provider/royal-bank-of-canada) — NONE

- [DENMAN CPA LLP](https://planprovider.pro/provider/denman-cpa-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $514,119

- **Estimated Expense Ratio:** 0.156% 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|$550,621|—|$550,621|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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

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