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Original filing (PDF)20251008170944NAL0003455379001
YANKTON MEDICAL CLINIC P.C.
Form 5500
FILING_RECEIVED
YANKTON MEDICAL CLINIC P.C. PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
322
Accounts w/ balance
443
Plan assets (EOY)
$107.2M
Net assets (EOY)
$107.2M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 15 bps in Schedule C fees — 53% 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 YANKTON MEDICAL CLINIC P.C..
Plan sponsor
Name
YANKTON MEDICAL CLINIC P.C.
EIN
46-0363830
Address
1104 W. EIGHTH STREET · YANKTON, SD · 57078
Phone
(605) 665-7841
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST NATIONAL BANK IN SIOUX FALLS | — | SIOUX FALLS, SD | TRUSTEE | $159K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES, LLC | 46-5378846 | — | NONE | $6K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
Investments
27 direct securities · 1 pooled fund· $102.9M(96% 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
$92.5M
27 holdings
Common Collective Trust
$10.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| New PerspectiveR6 | — | — | — | $13.2M | 12.3% | |
| METLIFE GAC SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $10.3M | 9.6% | |
| MidCap Index Fund | — | — | — | $8.4M | 7.8% | |
| Invest co R6 | — | — | — | $7.2M | 6.7% | |
| Growth Index Institutional | — | — | — | $7.2M | 6.7% | |
| Europacific Growth R6 | — | — | — | $6.4M | 6.0% | |
| 2035 Trgt Date RetireR6 | — | — | — | $6.1M | 5.7% | |
| Franklin Dynatech Fund ‐Adv | — | — | — | $5.2M | 4.9% | |
| 500 Index Fund | — | — | — | $4.6M | 4.3% | |
| Small Cap Value Index Fund | — | — | — | $4.3M | 4.0% | |
| 2030 Trgt Date RetireR6 | — | — | — | $3.8M | 3.6% | |
| New World R6 | — | — | — | $3.6M | 3.4% | |
| 2050 Trgt Date RetireR6 | — | — | — | $3.2M | 3.0% | |
| 2055 Trgt Date RetireR6 | — | — | — | $2.8M | 2.6% | |
| DFA US Large Cap Value I | — | — | — | $2.7M | 2.5% | |
| High Dividend Yield Index | — | — | — | $2.3M | 2.2% | |
| 2045 Trgt Date RetireR6 | — | — | — | $2.1M | 1.9% | |
| 2040 Trgt Date RetireR6 | — | — | — | $1.8M | 1.7% | |
| Fidelity Advisor ® Strategic Income I | — | — | — | $1.6M | 1.5% | |
| 2020 Trgt Date RetireR6 | — | — | — | $1.1M | 1.0% | |
| Energy Fund | — | — | — | $1.0M | 1.0% | |
| 2025 Trgt Date RetireR6 | — | — | — | $1.0M | 1.0% | |
| Inflation ‐Protected Securities Fund | — | — | — | $1.0M | 0.9% | |
| 2060 Trgt Date RetireR6 | — | — | — | $798K | 0.7% | |
| REIT Index Fund | — | — | — | $540K | 0.5% | |
| 2015 Trgt Date RetireR6 | — | — | — | $262K | 0.2% | |
| 2065 Trgt Date RetireR6 | — | — | — | $150K | 0.1% | |
| Notes Receivable from Participants | — | — | $0 | $62K | <0.1% |