Original filing (PDF)20251008091626NAL0013358994001

PHYSICIANS' CLINIC OF IOWA, P.C.

Name: PHYSICIANS' CLINIC OF IOWA, P.C. — PHYSICIANS' CLINIC OF IOWA, P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PHYSICIANS' CLINIC OF IOWA, P.C.

Form 5500

FILING_RECEIVED

PHYSICIANS' CLINIC OF IOWA, P.C. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

458

Accounts w/ balance

535

Plan assets (EOY)

$114.2M

Net assets (EOY)

$114.2M

How this plan invests

This plan

2 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

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

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

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

Plan sponsor

Name

PHYSICIANS' CLINIC OF IOWA, P.C.

EIN

42-1462899

Address

202 10TH STREET SE · CEDAR RAPIDS, IA · 52403

Phone

(319) 398-1500

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

013

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

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)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$48K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPFINANCIAL PARTNERS LLC DBA CAPTR	—	RALEIGH, NC	INVESTMENT ADVISOR	$60K	—

Investments

2 pooled funds· $12.9M(11% 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 Trust

$10.8M

1 holding

Pooled Separate Account

$2.1M

1 holding

			% of plan
COLUMBIA TRUST DIVIDEND INCOME INST COLUMBIA FUNDS SERVICES, INC. · EIN 87-1854339 / PN 090	Common Collective Trust	$10.8M	9.4%
DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697	Pooled Separate Account	$2.1M	1.9%