Plan Snapshot
- Plan Sponsor: Conexus Medstaff LLC
- Sponsor EIN: 271511706
- Sponsor Address: 11750 KATY FWY, HOUSTON, TX, 77079
- Plan Type: 401(k)
- Total Participants: 266
- Total Assets: $4.3M
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 | 266 | $4.3M | $520,472 | $984,476 |
| 2023 | 280 | $2.9M | $524,900 | $976,902 |
| 2022 | 281 | $1.7M | $444,691 | $813,305 |
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 |
|---|---|---|---|---|
| CALVETTI FERGUSON, LLC | 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 | $45,743 | $1,528 | $43,465 | — | — |
| 2023 | $25,635 | — | $25,635 | — | — |
| 2022 | $8,113 | — | — | — | — |