Plan Snapshot
- Plan Sponsor: Dynamed Medical Research, LP Dm
- Sponsor EIN: 743189285
- Sponsor Address: 7908 N SAM HOUSTON PKWY W, HOUSTON, TX, 77064
- Plan Type: 401(k)
- Total Participants: 423
- Total Assets: $4.2M
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 | 423 | $4.2M | $383,968 | $1.5M |
| 2023 | 527 | $2.6M | $281,745 | $1.1M |
| 2022 | 396 | $1.2M | $480,943 | $265,920 |
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 |
|---|---|---|---|---|
| SMITH & HOWARD PC | 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 | $44,282 | $16,449 | — | — | — |
| 2023 | $31,240 | — | — | — | — |
| 2022 | $14,176 | — | $14,176 | — | — |