Plan Snapshot
- Plan Sponsor: Applied Medical Resources Corp.
- Sponsor EIN: 330269393
- Sponsor Address: 22872 AVENIDA EMPRESA, RSM, CA, 92688
- Plan Type: 401(k)
- Total Participants: 3,683
- Total Assets: $226.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,683 | $226.7M | $5.4M | $23.3M |
| 2023 | 3,768 | $187.5M | $5.1M | $20.8M |
| 2022 | 3,779 | $145.3M | $5.0M | $20.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | RECORDKEEPER | $225,112 | — | $225,112 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MANAGEMENT | $62,418 | — | $62,418 |
| GLOBAL RETIREMENT PARTNERS, LLC | INVESTMENT ADVISOR | $37,567 | — | $37,567 |
| WINDES, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS, LLC — INVESTMENT ADVISOR
- WINDES, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $325,097
- Estimated Expense Ratio: 0.143% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $242,042 | — | — | — | — |
| 2023 | $193,819 | — | $193,819 | — | — |
| 2022 | $182,131 | — | $182,131 | — | — |