Mcfarland Clinic, P.C. 401(k) Profit Sharing Plan
Sponsored by Mcfarland Clinic, P.C. · EIN 421089512 · Plan #002
- Total assets
- $488M
- Net assets
- $488M
- Active participants
- 1,393
- With balances
- 1,797
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Foster Group, Inc. CRD 107148 | deterministic · 100% | 2024 |
| Envestnet Asset Management, Inc. CRD 111694 | deterministic · 100% | 2024 |
| Steele Capital Management, Inc. CRD 107097 | deterministic · 100% | 2024 |
| Iowa Wealth Management, Llc CRD 286435 | deterministic · 100% | 2024 |
| Larson Financial Group, Llc CRD 140599 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Foster Group Inc | Investment advisory (participants), Direct payment from the plan | $291,364 |
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $137,515 |
| Envestnet Asset Management Inc | Investment advisory (participants), Direct payment from the plan | $55,509 |
| Steele Capital Management Inc | Investment advisory (participants), Direct payment from the plan | $45,663 |
| Iowa Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $26,680 |
| Morningstar Inc | Investment management, Direct payment from the plan | $21,041 |
| Five Talents Financial | Investment advisory (participants), Direct payment from the plan | $14,937 |
| Brinker Capital Investments Ll | Investment advisory (participants), Direct payment from the plan | $13,600 |
| Larson Financial Group Llc | Investment advisory (participants), Direct payment from the plan | $10,412 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $9,565 |