AUMdb

Mason City Clinic, P.C. 401(k) Profit Sharing Plan And Trust

Sponsored by Mason City Clinic, P.C. · EIN 421009288 · Plan #002

Total assets
$180M
Net assets
$180M
Active participants
209
With balances
319

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $135,133