# Applied Medical Technologies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/applied-medical-technologies-inc-401k-plan

> Applied Medical Technologies, INC.'s 401(k) plan: 124 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 Technologies, INC.

- **Sponsor EIN:** 561921532

- **Sponsor Address:** 2179 E LYON STATION RD, CREEDMOOR, NC, 27522

- **Plan Type:** 401(k)

- **Total Participants:** 124

- **Total Assets:** $8.3M

## 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|124|$8.3M|$323,588|$385,263|

| 2023|149|$7.3M|$310,608|$372,068|

| 2022|129|$5.9M|$278,369|$333,026|

## 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|

| MVP PLAN ADMINISTRATORS, INC.|RECORDKEEPER|$6,354|—|$6,354|

| GORDON ASSET MANAGEMENT|INVESTMENT ADVISOR|$5,483|—|$5,483|

| STANCIL PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GORDON ASSET MANAGEMENT](https://planprovider.pro/provider/gordon-asset-management-llc) — INVESTMENT ADVISOR

- [STANCIL PC](https://planprovider.pro/provider/stancil-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $11,837

- **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|$14,110|$5,483|—|—|—|

| 2023|$3,158|—|$1,468|—|—|

| 2022|$5,021|$1,904|$3,117|—|—|

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