Plan Snapshot
- Plan Sponsor: Physicians' Clinic Of Iowa, P.C.
- Sponsor EIN: 421462899
- Sponsor Address: 202 10TH STREET SE, CEDAR RAPIDS, IA, 52403
- Plan Type: 401(k)
- Total Participants: 458
- Total Assets: $114.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 458 | $114.2M | $4.1M | $2.6M |
| 2023 | 428 | $99.5M | $3.7M | $2.4M |
| 2022 | 390 | $88.6M | $3.5M | $2.2M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $108,146 | $60,000 | — | — | — |
| 2023 | $107,587 | $58,307 | $44,336 | — | — |
| 2022 | $251,450 | $57,524 | $193,401 | — | — |