# Applied Medical Resources Corp. 401(k) Plan
Source: https://planprovider.pro/companies/applied-medical-resources-corp-401k-plan

> Applied Medical Resources Corp.&#39;s 401(k) plan: 3,683 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT ADVISOR

- [WINDES, INC.](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/applied-medical-resources-corp-401k-plan)

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