# The Polyclinic, PLLC 401(k) Plan
Source: https://planprovider.pro/companies/the-polyclinic-pllc-401k-plan

> The Polyclinic, PLLC's 401(k) plan: 0 participants, plan year 2022 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2022.

## Plan Snapshot

- **Plan Sponsor:** The Polyclinic, PLLC

- **Sponsor EIN:** 910369070

- **Sponsor Address:** 9900 BREN ROAD EAST, MINNETONKA, MN, 55343

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

- **Total Participants:** 0

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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.|

| 2023|0|$0|$0|$0|

| 2022|1,183|$291.5M|$6.4M|$8.8M|

## 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|

| FIDELITY INVESTMENTS INST OP, LLC|RECORDKEEPER|$27,500|—|$27,500|

| VANGUARD|RECORDKEEPER|$26,217|—|$26,217|

| BAKER TILLY US, LLP|ACCOUNTANT/ AUDITOR|$18,600|—|$18,600|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $72,317

### 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|

| 2023|$35,731|—|—|—|—|

| 2022|$74,817|—|—|—|—|

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