Original filing (PDF)20251007134732NAL0002514803001

MEDICAL ASSOCIATES CLINIC, P.C.

Name: MEDICAL ASSOCIATES CLINIC, P.C. — MEDICAL ASSOCIATES CLINIC P. C. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MEDICAL ASSOCIATES CLINIC, P.C.

Form 5500

FILING_RECEIVED

MEDICAL ASSOCIATES CLINIC P. C. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Corrective distributions issued

Active participants

1,103

Accounts w/ balance

1,397

Plan assets (EOY)

$320.4M

Net assets (EOY)

$320.4M

How this plan invests

This plan

19 pooled trusts

Schedule D

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MEDICAL ASSOCIATES CLINIC, P.C..

Plan sponsor

Name

MEDICAL ASSOCIATES CLINIC, P.C.

EIN

42-1115442

Address

1500 ASSOCIATES DRIVE · DUBUQUE, IA · 52002

Phone

(563) 584-4225

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

2025-10-07

Pension benefit codes

2A · Age/service weighted or new comparability

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

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	06-1050034	GREENWOOD VILLAGE, CO	RECORDKEEPER	$11K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRUDENTIAL INVESTMENT MANAGEMENT	13-4122960	—	NONE	$674

Investments

28 direct securities · 19 pooled funds· $539.4M(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.

Common Collective Trusts

$219.4M

11 holdings

Common Collective Trust

$219.4M

12 holdings

Other securities

$91.1M

16 holdings

Pooled Separate Account

$8.8M

7 holdings

Bonds / Notes

$676K

1 holding

					% of plan
Van Targ Ret 2035 II Common collective trust N/A	Common Collective Trusts	—	—	$36.7M	11.5%
THE VANGUARD TARGET RETIRE 2035 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083976 / PN 001	Common Collective Trust	—	—	$36.7M	11.5%
THE VANGUARD TARGET RETIRE 2030 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083978 / PN 001	Common Collective Trust	—	—	$34.8M	10.9%
Van Targ Ret 2030 II Common collective trust N/A	Common Collective Trusts	—	—	$34.8M	10.9%
Fidelity 500 Index Fund Mutual fund N/A	Other securities	—	—	$31.6M	9.9%
Van Targ Ret 2040 II Common collective trust N/A	Common Collective Trusts	—	—	$28.4M	8.9%
THE VANGUARD TARGET RETIRE 2040 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083974 / PN 001	Common Collective Trust	—	—	$28.4M	8.9%
Van Targ Ret 2045 II Common collective trust N/A	Common Collective Trusts	—	—	$26.0M	8.1%
THE VANGUARD TARGET RETIRE 2045 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083972 / PN 001	Common Collective Trust	—	—	$26.0M	8.1%
Van Targ Ret 2025 II Common collective trust N/A	Common Collective Trusts	—	—	$24.0M	7.5%
THE VANGUARD TARGET RETIRE 2025 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083980 / PN 001	Common Collective Trust	—	—	$24.0M	7.5%
Van Targ Ret 2020 II Common collective trust N/A	Common Collective Trusts	—	—	$21.9M	6.8%
THE VANGUARD TARGET RETIRE 2020 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083982 / PN 001	Common Collective Trust	—	—	$21.9M	6.8%
Van Targ Ret 2050 II Common collective trust N/A	Common Collective Trusts	—	—	$17.2M	5.4%
THE VANGUARD TARGET RETIRE 2050 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083970 / PN 001	Common Collective Trust	—	—	$17.2M	5.4%
Empower Annuity Insurance Company - Guaranteed Income Fund Guaranteed income fund N/A	Other securities	—	—	$15.2M	4.8%
Individual Brokerage Accounts Self-directed brokerage accounts N/A	Other securities	—	—	$15.1M	4.7%
Van Targ Ret Income II Common collective trust N/A	Common Collective Trusts	—	—	$11.6M	3.6%
THE VANGUARD TARGET RETIRE INCM TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083967 / PN 001	Common Collective Trust	—	—	$11.6M	3.6%
Van Targ Ret 2055 II Common collective trust N/A	Common Collective Trusts	—	—	$10.4M	3.2%
THE VANGUARD TARGET RETIRE 2055 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 27-6715091 / PN 001	Common Collective Trust	—	—	$10.4M	3.2%
Vanguard Mid Cap Index Fd Mutual fund N/A	Other securities	—	—	$7.3M	2.3%
American Euro Pacific Growth R6 Mutual fund N/A	Other securities	—	—	$6.6M	2.1%
Vanguard Small Cap Index Admir Mutual fund N/A	Other securities	—	—	$6.3M	2.0%
Van Targ Ret 2060 II Common collective trust N/A	Common Collective Trusts	—	—	$5.4M	1.7%
THE VANGUARD TARGET RETIRE 2060 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 45-3799419 / PN 001	Common Collective Trust	—	—	$5.4M	1.7%
CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299	Pooled Separate Account	—	—	$3.3M	1.0%
Van Targ Ret 2065 Trust II Common collective trust N/A	Common Collective Trusts	—	—	$2.9M	0.9%
THE VANGUARD TARGET RETIRE 2065 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 82-6194314 / PN 001	Common Collective Trust	—	—	$2.9M	0.9%
Fidelity U.S. Bond Index Mutual fund N/A	Other securities	—	—	$2.2M	0.7%
INCOMEFLEX SELECT BALANCED FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 513	Pooled Separate Account	—	—	$2.0M	0.6%
T. Rowe International Discovery Fund Mutual fund N/A	Other securities	—	—	$1.5M	0.5%
IFX Lifetime Balanced Fund (I) Pooled separate account N/A	Other securities	—	—	$1.1M	0.3%
DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697	Pooled Separate Account	—	—	$1.0M	0.3%
Lessor, or Similar Party Collateral, Par, or Maturity Value Cost Value Vanguard Real Estate Index Fund Admiral Mutual fund N/A	Other securities	—	—	$957K	0.3%
INCOMEFLEX SELECT GROWTH FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 512	Pooled Separate Account	—	—	$937K	0.3%
IFX Lifetime Balanced Fund (S) Pooled separate account N/A	Other securities	—	—	$928K	0.3%
INCOMEFLEX SELECT AGGRESSIVE GROWTH EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 511	Pooled Separate Account	—	—	$785K	0.2%
PIMCO Intl BD USD HDG Ist Mutual fund N/A	Other securities	—	—	$777K	0.2%
Notes receivable from participants Maturing 2025 - 2037, at interest rates of 5.25% - 10.50% -	Bonds / Notes	—	—	$676K	0.2%
IFX Lifetime Growth Fund (S) Pooled separate account N/A	Other securities	—	—	$573K	0.2%
INCOMEFLEX SELECT CONSERVATIVE GROW EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 514	Pooled Separate Account	—	—	$521K	0.2%
IFX Lifetime Aggressive Growth Fund (S) Pooled separate account N/A	Other securities	—	—	$363K	0.1%
IFX Lifetime Conservative Fund (I) Pooled separate account N/A	Other securities	—	—	$316K	<0.1%
INCOMEFLEX SELECT INCOME & EQUITY F EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 515	Pooled Separate Account	—	—	$268K	<0.1%
IFX Lifetime Conservative Fund (S) Pooled separate account N/A	Other securities	—	—	$206K	<0.1%
IFX SEL LT GROWTH VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 06-1050034 / PN 001	Common Collective Trust	—	—	$0	<0.1%