Plan Snapshot
- Plan Sponsor: Arthrex, INC.
- Sponsor EIN: 061121728
- Sponsor Address: 1 ARTHREX WAY, NAPLES, FL, 34108
- Plan Type: 401(k)
- Total Participants: 6,028
- Total Assets: $540.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 6,028 | $540.1M | $26.7M | $43.4M |
| 2023 | 5,212 | $436.8M | $22.6M | $36.4M |
| 2022 | 4,339 | $339.5M | $18.5M | $30.1M |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $258,824 | — | — | — | — |
| 2023 | $267,179 | — | $260,704 | — | — |
| 2022 | $258,354 | — | $251,029 | — | — |