# Colson Medical LLC 401(k) Plan
Source: https://planprovider.pro/companies/colson-medical-llc-401k-plan

> Colson Medical LLC's 401(k) plan: 1,271 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Colson Medical LLC

- **Sponsor EIN:** 842860690

- **Sponsor Address:** 181 W. MADISON ST., CHICAGO, IL, 60602

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

- **Total Participants:** 1,271

- **Total Assets:** $190.2M

## 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|1,271|$190.2M|$6.9M|$9.1M|

| 2023|1,258|$169.3M|$6.6M|$8.8M|

| 2022|1,189|$140.6M|$6.2M|$8.0M|

## 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|

| MERCER INC.|CONSULTANT|$89,116|—|$89,116|

| STRATEGIC ADVISORS, INC.|ADVISOR|$54,127|—|$54,127|

| GRANT THORNTON|ACCOUNTANT/AUDITOR|$36,075|—|$36,075|

| THOMPSON COBURN LLP|ATTORNEY/LEGAL|$11,130|—|$11,130|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [GRANT THORNTON](https://planprovider.pro/provider/grant-thornton-llp) — ACCOUNTANT/AUDITOR

- [THOMPSON COBURN LLP](https://planprovider.pro/provider/thompson-coburn-llp) — ATTORNEY/LEGAL

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $190,448

- **Estimated Expense Ratio:** 0.100% 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|$75,981|$54,127|$600|$36,075|—|

| 2023|$99,791|$42,161|—|$32,500|—|

| 2022|$171,265|$20,194|—|—|—|

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

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