Filings through Oct 24, 2026.

Wolfe Clinic, P.C. 401(k) Profit Sharing Plan

Name: WOLFE CLINIC, P.C. - WOLFE CLINIC, P.C. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: WOLFE CLINIC, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WOLFE CLINIC, P.C. 401(K) PROFIT SHARING PLAN, WOLFE CLINIC, P.C.

Wolfe Clinic, P.C.EIN 42-0954581Plan #003PY 2025

309 EAST CHURCH STREET - MARSHALLTOWN, IA 50158641-754-6262LinkedIn1-10 employeeshealth, wellness and fitness

How to read this page

Prospect flags

1 of 17 flags tripped on the 2025 filing.

How flags work

Opportunity
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Schedule H, line 2

Total assets (EOY)

$94M

+7.8% from 2024

Total participants

675

-3.3% from 2024

Average account balance

$140,897

+10.2% from 2024

Annual return

10.16%

-5.73 pp from 2024

Benchmarks

This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.

Peer benchmarks

We rank each metric against plans of the same size, type and industry.

Schedule H, Parts I and II See about 4,075 peers

Industry: 62 - Health Care and Social Assistance
Plan type: Defined contribution
Participants: 250-999
Cohort: 4,075 peers
Snapshot: 2025

MetricThis planAmong peersPercentile

Annual return

Percentile

Average balance

Percentile

Participation rate

Percentile

Employer contribution per participant

Percentile

Employee contribution per participant

Percentile

Administrative expense per participant

Percentile

Middle 50% of peersPeer medianThis plan

Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.

Pro unlocks:

Percentile for each metric
Middle 50% of peers
Peer median
This plan's value next to its peers

Try Pro free See pricing

Plan history

Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.

2025 filing

Total assets (EOY): $93,978,452
Participants: 675
Contributions: $5,192,535
Annual return: 10.16%

2024 filing

Total assets (EOY): Dollar amount available on Pro
Participants: Count available on Pro
Contributions: Dollar amount available on Pro
Annual return: Percentage available on Pro

2023 filing

Total assets (EOY): Dollar amount available on Pro
Participants: Count available on Pro
Contributions: Dollar amount available on Pro
Annual return: Percentage available on Pro

Older filings: assets, participants, contributions and return for each year are on Pro.

9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.

Pro unlocks:

Assets, participants and contributions by year
Annual return by year
Year-over-year charts

Try Pro free

Expense breakdown

$83K in admin expenses, $124 per participant (all participants, line 6f).

Schedule H, line 2i

Recordkeeping$83K (100%)
Other trustee fees$93 (<1%)

Admin expense ratio

0.089%

Admin expenses as % of EOY assets; fund fees not included

Categories reported

2 / 9

subdivided buckets used

Investments

This section lists the funds on the plan's investment schedule and what changed since the prior filing.

Fund lineup

18 funds hold $82.1M of the plan's $94.0M. Recordkeeper: OneAmerica.

2025 filing, Schedule H, line 4i

In collective trusts5%median 0% for plans of $50M to $250M (12,546 plans)

In index funds29%median 25% for plans of $50M to $250M (12,546 plans)

In the main target-date series0%median 37% for plans of $50M to $250M (12,546 plans)

Employer stockYes

Fund	Manager	Vehicle	Dollars	% of funds%
Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$10.2M	12.4%
Wilmington Trust Stable Value Fund; R1 Manager not matched · Insurance contract	Not yet matched	Insurance contract	$9.9M	12.0%
Growth Fund R6 Class American Century · Mutual fund	American Century	Mutual fund	$9.1M	11.1%
Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund	Vanguard	Mutual fund	$6.3M	7.6%
Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$5.4M	6.5%
Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$5.2M	6.3%
Wilmington Small Cap Value Fund II CL R1 Manager not matched · Collective trust	Not yet matched	Collective trust	$4.4M	5.4%
American Century Small Cap Growth Inv American Century · Other	American Century	Other	$3.6M	4.4%
Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$3.4M	4.2%
Fidelity Value Strategies Fund Fidelity (FMR) · Mutual fund	Fidelity (FMR)	Mutual fund	$3.4M	4.2%

Fund	Manager	Vehicle	Dollars	% of funds
Name available on Pro	Name available on Pro	Available on Pro	Dollar amount available on Pro	Percentage available on Pro
Name available on Pro	Name available on Pro	Available on Pro	Dollar amount available on Pro	Percentage available on Pro
Name available on Pro	Name available on Pro	Available on Pro	Dollar amount available on Pro	Percentage available on Pro

8 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.

8 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.

Pro unlocks:

Every fund in the lineup
Manager, vehicle and dollars per fund
Share of plan assets
Every change since the prior filing

Try Pro free

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Providers

This section shows who is paid to serve the plan, who audits it and who signs the filing.

Service providers

Top 2 by compensation.

Schedule C

Provider	Service type	Compensation
ONEAMERICA RETIREMENT SERVICES LLC10+ years Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 Recordkeeping	Recordkeeping	$83,318
BROADRIDGE FINANCIAL SOLUTIONS INC4 years Filed as: MATRIX TRUST COMPANY Service code 19 · EIN 75-3182674 Securities Custodian	Securities Custodian	$0

Audit opinion

Schedule H, Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor: CLIFTONLARSONALLEN LLP
Auditor EIN: 41-0746749
Audit fees: Not reported separately
Opinion code: Unqualified

Plan design

Plan features from the filing, actuarial disclosures and related pages.

Plan features

9 feature codes on the 2025 filing.

Line 8a

Plan feature codes2E2F2G2J2K2R2S2T3H

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Look up a plan sponsor by EIN. The free Form 5500 search needs no account.

Fund

Dollars

% of funds%

Vanguard 500 Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$10.2M

12.4%

Wilmington Trust Stable Value Fund; R1

Manager not matched · Insurance contract

$9.9M

12.0%

Growth Fund R6 Class

American Century · Mutual fund

$9.1M

11.1%

Vanguard Equity Income Fund Admiral Shares

Vanguard · Mutual fund

$6.3M

7.6%

Vanguard Extended Market Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$5.4M

6.5%

Vanguard Total Bond Market Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$5.2M

6.3%

Wilmington Small Cap Value Fund II CL R1

Manager not matched · Collective trust

$4.4M

5.4%

American Century Small Cap Growth Inv

American Century · Other

$3.6M

4.4%

Vanguard Total International Stock Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$3.4M

4.2%

Fidelity Value Strategies Fund

Fidelity (FMR) · Mutual fund

$3.4M

4.2%

Provider

Compensation

ONEAMERICA RETIREMENT SERVICES LLC10+ years

Filed as: ONEAMERICA RETIREMENT SERVICES, LLC

Service code 15 · EIN 46-5378846

Recordkeeping

$83,318

BROADRIDGE FINANCIAL SOLUTIONS INC4 years

Filed as: MATRIX TRUST COMPANY

Service code 19 · EIN 75-3182674

Securities Custodian

Wolfe Clinic, P.C. 401(k) Profit Sharing Plan

Prospect flags

Benchmarks

Peer benchmarks

Plan history

Expense breakdown

Investments

Fund lineup

Providers

Service providers

Audit opinion

Plan design

Plan features

Wolfe Clinic, P.C. 401(k) Profit Sharing Plan

Prospect flags

Benchmarks

Peer benchmarks

Plan history

Expense breakdown

Investments

Fund lineup

Providers

Service providers

Audit opinion

People on file

5500 filings

Plan design

Plan features

People on file

5500 filings

Wolfe Clinic, P.C. 401(k) Profit Sharing Plan

Prospect flagsi

Summary metrics

Benchmarks

Peer benchmarksi

Plan history

Expense breakdowni

Investments

Fund lineupi

Providers

Service providersi

Audit opinioni

Plan design

Plan features

Wolfe Clinic, P.C. 401(k) Profit Sharing Plan

Prospect flagsi

Summary metrics

Benchmarks

Peer benchmarksi

Plan history

Expense breakdowni

Investments

Fund lineupi

Providers

Service providersi

Audit opinioni

People on file

5500 filings

Plan design

Plan features

People on file

5500 filings

Prospect flags

Peer benchmarks

Expense breakdown

Fund lineup

Service providers

Audit opinion

Prospect flags

Peer benchmarks

Expense breakdown

Fund lineup

Service providers

Audit opinion