Filings through Oct 24, 2026.

Retirement plan

Woodland Clinic Medical Group 401(k) Plan

Name: WOODLAND CLINIC MEDICAL GROUP, A MEDICAL CORPORATION - WOODLAND CLINIC MEDICAL GROUP 401(K) PLAN (2025) Form 5500
Creator: WOODLAND CLINIC MEDICAL GROUP, A MEDICAL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WOODLAND CLINIC MEDICAL GROUP 401(K) PLAN, WOODLAND CLINIC MEDICAL GROUP, A MEDICAL CORPORATION

Woodland Clinic Medical Group, a Medical CorporationEIN 68-0260555Plan #001PY 2025

632 W. GIBSON - WOODLAND, CA 95695530-669-5310LinkedIn51-200 employeesmedical practice

Prospect flagsHigh assets / participantCorrective distributionsFew collective trustsFund lineup: 20 funds, $86.0M

How to read this page

Total assets (EOY)

$121.4M

+20.3% from 2024

Total participants

227

+1.3% from 2024

Average account balance

$551,768

+16.5% from 2024

Annual return

17.73%

+1.28 pp from 2024

Benchmarks

See 6,152 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort6,152 peers

Snapshot2025

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Analytics

See the 10-year trajectory with Pro.

Service providers

Top 4 by compensation

Provider	Service type	Compensation
RESOURCES INVESTMENT ADVISORS LLC7 years Service code 27 · EIN 43-1451524	Advisory (Plan)	$27,097
WALTERS & SKLYAR LLP1 year Service code 10 · EIN 47-5677171	Accounting	$17,000
FIDELITY INVESTMENTS INSTITUTIONAL7 years Service code 37 · EIN 04-2647786	Loan Processing	$9,705
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524	Advisory (Plan)	$6,079

Fund lineup

CSV with Pro

20 funds of $250K or more; 22 lines in all, holding $86.0M of the plan's $101M. From the 2024 filing. Recordkeeper: Fidelity (FMR).

In collective trusts0%median 0% for plans of $50M to $250M (12,424 plans)

In index funds88%median 25% for plans of $50M to $250M (12,424 plans)

In the main target-date series0%median 37% for plans of $50M to $250M (12,424 plans)

Employer stockNo

Fund	Manager	Vehicle	Dollars	% of funds%
Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund	Fidelity (FMR)	Mutual fund	$11.2M	13.0%
FID FDM IDX 2040 IPR Fidelity (FMR) · Other IndexRecordkeeper's own fund	Fidelity (FMR)	Other	$10.2M	11.9%
FID FDM IDX 2030 IPR Fidelity (FMR) · Other IndexRecordkeeper's own fund	Fidelity (FMR)	Other	$9.8M	11.4%
FID Total MKT IDX Fidelity (FMR) · Other IndexRecordkeeper's own fund	Fidelity (FMR)	Other	$9.4M	10.9%
FID FDM IDX 2050 IPR Fidelity (FMR) · Other IndexRecordkeeper's own fund	Fidelity (FMR)	Other	$7.2M	8.4%
FID FDM IDX 2045 IPR Fidelity (FMR) · Other IndexRecordkeeper's own fund	Fidelity (FMR)	Other	$6.9M	8.0%
FID FDM IDX 2035 IPR Fidelity (FMR) · Other IndexRecordkeeper's own fund	Fidelity (FMR)	Other	$6.1M	7.1%
FID FDM IDX 2025 IPR Fidelity (FMR) · Other IndexRecordkeeper's own fund	Fidelity (FMR)	Other	$5.1M	6.0%
Pioneer Bond Fund: Class Y Victory Capital · Mutual fund	Victory Capital	Mutual fund	$4.4M	5.1%
Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund	Fidelity (FMR)	Mutual fund	$2.7M	3.1%

See the other 12 lines in this lineup with Pro.

Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2G2E2J2K2T2A3D2F2R

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$60K

$402 / participant

Recordkeeping$10K16.0%
Investment mgmt$6K10.1%
Other / not subdivided$45K74.0%

% of EOY assets

0.050%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

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

Auditor firm: CLIFTONLARSONALLEN LLP
Auditor EIN: 410746749
Audit fees: $17,000
Opinion code: Unqualified

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Provider

Service type

Compensation

RESOURCES INVESTMENT ADVISORS LLC7 years

Service code 27 · EIN 43-1451524

Advisory (Plan)

$27,097

WALTERS & SKLYAR LLP1 year

Service code 10 · EIN 47-5677171

Accounting

$17,000

FIDELITY INVESTMENTS INSTITUTIONAL7 years

Service code 37 · EIN 04-2647786

Loan Processing

$9,705

STRATEGIC ADVISORS, INC.1 year

Filed as: STRATEGIC ADVISERS LLC

Service code 27 · EIN 04-2654524

Advisory (Plan)

$6,079

Fund

Dollars

% of funds%

Fidelity 500 Index Fund

Fidelity (FMR) · Mutual fund

IndexRecordkeeper's own fund

$11.2M

13.0%

FID FDM IDX 2040 IPR

Fidelity (FMR) · Other

IndexRecordkeeper's own fund

$10.2M

11.9%

FID FDM IDX 2030 IPR

Fidelity (FMR) · Other

IndexRecordkeeper's own fund

$9.8M

11.4%

FID Total MKT IDX

Fidelity (FMR) · Other

IndexRecordkeeper's own fund

$9.4M

10.9%

FID FDM IDX 2050 IPR

Fidelity (FMR) · Other

IndexRecordkeeper's own fund

$7.2M

8.4%

FID FDM IDX 2045 IPR

Fidelity (FMR) · Other

IndexRecordkeeper's own fund

$6.9M

8.0%

FID FDM IDX 2035 IPR

Fidelity (FMR) · Other

IndexRecordkeeper's own fund

$6.1M

7.1%

FID FDM IDX 2025 IPR

Fidelity (FMR) · Other

IndexRecordkeeper's own fund

$5.1M

6.0%

Pioneer Bond Fund: Class Y

Victory Capital · Mutual fund

$4.4M

5.1%

Fidelity International Index Fund

Fidelity (FMR) · Mutual fund

IndexRecordkeeper's own fund

$2.7M

3.1%

Woodland Clinic Medical Group 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Woodland Clinic Medical Group 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion