Plan Snapshot
- Plan Sponsor: Wolfe Clinic, P.C.
- Sponsor EIN: 420954581
- Sponsor Address: 309 EAST CHURCH STREET, MARSHALLTOWN, IA, 50158
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 567
- Total Assets: $87.2M
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. |
|---|
| 2023 | 567 | $87.2M | $2.3M | $2.8M |
| 2022 | 562 | $79.0M | $2.1M | $2.5M |