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Original filing (PDF)20251029080715NAL0000695617001
MCFARLAND CLINIC, P.C.
Form 5500
FILING_RECEIVED
MCFARLAND CLINIC, P.C. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed10 service providers
Active participants
1,393
Accounts w/ balance
1,797
Plan assets (EOY)
$487.9M
Net assets (EOY)
$487.9M
How this plan invests
This plan
7 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 13 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCFARLAND CLINIC, P.C..
Plan sponsor
Name
MCFARLAND CLINIC, P.C.
EIN
42-1089512
Address
1215 DUFF AVE. · AMES, IA · 50010
Phone
(515) 239-4400
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsOther
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FOSTER GROUP INC | 42-1361385 | — | NONE | $291K | — |
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $138K | — |
| ENVESTNET ASSET MANAGEMENT INC | 36-4319587 | — | NONE | $56K | — |
| STEELE CAPITAL MANAGEMENT INC | 42-1460565 | — | NONE | $46K | — |
| IOWA WEALTH MANAGEMENT LLC | 27-1539233 | — | NONE | $27K | — |
| MORNINGSTAR INC | 36-3297908 | — | NONE | $21K | — |
| FIVE TALENTS FINANCIAL | 84-4426304 | — | NONE | $15K | — |
| BRINKER CAPITAL INVESTMENTS LL | 32-0070947 | — | NONE | $14K | — |
| LARSON FINANCIAL GROUP LLC | 20-4773945 | — | NONE | $10K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $10K | — |
Investments
21 direct securities · 7 pooled funds· $568.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$313.0M
21 holdings
Common Collective Trust
$255.0M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Personal Choice Retirement Accounts Participant-directed brokerage accounts at Schwab | — | — | — | $125.3M | 25.7% | |
| NT CIT S&P 500 INDEX DC NL T4 NORTHERN TRUST INVESTMENTS INC · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $109.9M | 22.5% | |
| NORTHERN TR S&P 400 INDEX NL T4 NORTHERN TRUST INVESTMENTS INC · EIN 45-6138589 / PN 105 | Common Collective Trust | — | — | $34.3M | 7.0% | |
| Northern Trust Aggregate Bond Index Fund Common collective trust | — | — | — | $31.8M | 6.5% | |
| NT CIT AGGREGATE BD IDX NL T4 NORTHERN TRUST INVESTMENTS INC · EIN 27-6124985 / PN 001 | Common Collective Trust | — | — | $31.8M | 6.5% | |
| VFTC RETIREMENT SAVINGS TRUST IV VANGUARD FIDUCIARY TRUST COMPANY · EIN 61-6451184 / PN 025 | Common Collective Trust | — | — | $30.8M | 6.3% | |
| Northern Trust Russell 2000 International Fund Common collective trust | — | — | — | $25.6M | 5.3% | |
| NORTHERN TRRUSSELL 2000 NL4 NORTHERN TRUST INVESTMENTS INC · EIN 45-6138589 / PN 107 | Common Collective Trust | — | — | $25.6M | 5.3% | |
| Great Gray Trust Europacific Growth Trust Common collective trust | — | — | — | $22.2M | 4.5% | |
| WILMGT TR CIT AGGE GRW ETF FD WILMINGTON TRUST N A · EIN 20-4196492 / PN 039 | Common Collective Trust | — | — | $22.2M | 4.5% | |
| VANGUARD TARGET RETIREMNT 2050 Registered Investment Company | — | — | — | $19.7M | 4.0% | |
| Vanguard Target Retirement 2040 Fund Mutual fund | — | — | — | $19.4M | 4.0% | |
| Vanguard Target Retirement 2045 Fund Mutual fund | — | — | — | $18.0M | 3.7% | |
| Vanguard Target Retirement 2035 Fund Mutual fund | — | — | — | $15.3M | 3.1% | |
| Vanguard Target Retirement 2055 Fund Mutual fund | — | — | — | $8.1M | 1.7% | |
| Vanguard Target Retirement 2030 Fund Mutual fund | — | — | — | $5.8M | 1.2% | |
| Vanguard Target Retirement 2025 Fund Mutual fund | — | — | — | $5.5M | 1.1% | |
| T. Rowe Price International Discovery Fund I Mutual fund | — | — | — | $4.6M | 1.0% | |
| Vanguard Target Retirement 2060 Fund Mutual fund | — | — | — | $3.2M | 0.7% | |
| Participants Participant loans (3.25%-8.50%) | — | — | — | $2.0M | 0.4% | |
| Similar Party Par or Maturity Value PIMCO International Bond Unhedged Institutional Fund Mutual fund | — | — | — | $2.0M | 0.4% | |
| Vanguard Target Retirement 2065 Fund Mutual fund | — | — | — | $1.4M | 0.3% | |
| Vanguard Target Retirement Income Fund Mutual fund | — | — | — | $1.1M | 0.2% | |
| Vanguard Target Retirement 2020 Fund Mutual fund | — | — | — | $856K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Mutual fund | — | — | — | $646K | 0.1% | |
| Northern Trust All Country World Index Ex-US Fund Common collective trust | — | — | — | $463K | <0.1% | |
| NT CIT ACWI EX US IMI DC NL T4 NORTHERN TRUST INVESTMENTS INC · EIN 45-6138589 / PN 125 | Common Collective Trust | — | — | $463K | <0.1% | |
| LIMITED PARTNERSHIP Limited Partnership | — | — | — | $63K | <0.1% |