# Wolfe Clinic, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/wolfe-clinic-p-c-401k-plan

> Wolfe Clinic, P.C.'s 401(k) plan: 567 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wolfe Clinic, P.C.

- **Sponsor EIN:** 420954581

- **Sponsor Address:** 309 EAST CHURCH STREET, MARSHALLTOWN, IA, 50158

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

- **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.|

| 2024|567|$87.2M|$0|$0|

| 2023|562|$79.0M|$0|$0|

## 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|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-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|$135,474|—|—|—|—|

| 2023|$147,149|—|—|—|$146,658|

## Similar Plans

- [Siouxland Community Health Center](https://planprovider.pro/companies/siouxland-community-health-cen-401k-plan) — 343 participants

- [Medtec LLC](https://planprovider.pro/companies/medtec-llc-401k-plan) — 278 participants

- [Eye Surgeons Associates, P.C.](https://planprovider.pro/companies/eye-surgeons-associates-p-c-401k-plan) — 132 participants

- [Hydrate West Des Moines INC.](https://planprovider.pro/companies/hydrate-west-des-moines-inc-plan) — 3 participants

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

© 2026 PlanProvider.Pro