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Original filing (PDF)20250925100644NAL0003463155004
MCBRIDE CLINIC, INC.
Form 5500
FILING_RECEIVED
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF MCBRIDE ORTHOPEDIC HOSPITAL
401(k) retirement plan
Active participants
918
Accounts w/ balance
879
Plan assets (EOY)
$117.4M
Net assets (EOY)
$117.4M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCBRIDE CLINIC, INC..
Plan sponsor
Name
MCBRIDE CLINIC, INC.
EIN
73-0714291
Address
9600 BROADWAY EXT · OKLAHOMA CITY, OK · 731147408
Phone
(405) 486-2500
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
2025-09-25
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)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | BOSTON, MA | RECORDKEEPER | $53K | — |
Investments
31 direct securities · 1 pooled fund· $117.1M(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
$111.6M
29 holdings
Common Collective Trust
$4.4M
1 holding
OTHER
$748K
1 holding
Mutual Funds
$358K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Target Date 2030 Mutual Fund | — | — | — | $18.5M | 15.8% | |
| American Funds Target Date 2035 Mutual Fund | — | — | — | $18.2M | 15.5% | |
| American Funds Target Date 2025 Mutual Fund | — | — | — | $15.7M | 13.4% | |
| American Funds Target Date 2040 Mutual Fund | — | — | — | $8.2M | 7.0% | |
| American Funds Target Date 2045 Mutual Fund | — | — | — | $7.6M | 6.5% | |
| American Funds Target Date 2050 Mutual Fund | — | — | — | $7.3M | 6.3% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $7.3M | 6.2% | |
| ADVISOR STABLE VALUE PORTFOLIO FIDELITY MANAGEMENT · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $4.4M | 3.7% | |
| American Funds Target Date 2055 Mutual Fund | — | — | — | $3.6M | 3.1% | |
| MFS Growth Fund Mutual Fund | — | — | — | $3.5M | 3.0% | |
| Columbia Dividend Income Fund Mutual Fund | — | — | — | $2.9M | 2.5% | |
| Retirement Treasury Fund * Fidelity Selector Small Cap Fund Mutual Fund | — | — | — | $2.7M | 2.3% | |
| American Funds Target Date 2020 Mutual Fund | — | — | — | $2.4M | 2.1% | |
| American Funds Target Date 2015 Mutual Fund | — | — | — | $2.3M | 2.0% | |
| Participant Loans Interest rates of 3.25% - 8.50% | — | — | — | $1.9M | 1.6% | |
| Self-Directed Funds * Common Stocks Self-Directed Brokerage Account | — | — | — | $1.8M | 1.5% | |
| American Funds Target Date 2060 Mutual Fund | — | — | — | $1.2M | 1.0% | |
| Fidelity Registered Investment Companies Participant-Directed Funds * Fidelity Cash Government Money Market Fund | — | — | — | $961K | 0.8% | |
| American Funds Balanced Fund Mutual Fund | — | — | — | $799K | 0.7% | |
| T. Rowe Price Dividend Growth I Fund Mutual Fund | — | — | — | $785K | 0.7% | |
| Registered Investment Companies Participant-Directed Funds Hartford International Opportunities Fund Mutual Fund | OTHER | — | — | $748K | 0.6% | |
| Janis Enterpise Fund Mutual Fund | — | — | — | $646K | 0.6% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $630K | 0.5% | |
| JP Morgan Core Bond Fund Mutual Fund | — | — | — | $554K | 0.5% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $541K | 0.5% | |
| AS Special Small Cap Value Fund Mutual Fund | — | — | — | $422K | 0.4% | |
| Self-Directed Brokerage Account | Mutual Funds | — | — | $358K | 0.3% | |
| External Fund Self-Directed Brokerage Account | — | — | — | $312K | 0.3% | |
| American Funds Target Date 2065 Mutual Fund | — | — | — | $296K | 0.3% | |
| Cash Self-Directed Brokerage Account | — | — | — | $215K | 0.2% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | — | — | — | $144K | 0.1% | |
| American Funds Target Date 2010 Mutual Fund | — | — | — | $125K | 0.1% |