# Exactech, INC. 401(k) Plan
Source: https://planprovider.pro/companies/exactech-inc-401k-plan

> Exactech, INC.'s 401(k) plan: 557 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Exactech, INC.

- **Sponsor EIN:** 592603930

- **Sponsor Address:** 2320 N.W. 66TH COURT, GAINESVILLE, FL, 32653

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

- **Total Participants:** 557

- **Total Assets:** $70.0M

## 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|557|$70.0M|$2.5M|$4.0M|

| 2023|612|$62.8M|$2.5M|$4.1M|

| 2022|591|$52.5M|$2.0M|$3.6M|

## 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|

| MERRILL LYNCH, PIERCE, FENNER AND S|RECORDKEEPER|$142,119|—|$142,119|

| ASSURANCE DIMENSIONS, LLC|ACCOUNTANT|$9,000|—|$9,000|

### Verified Provider Profiles

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

- [ASSURANCE DIMENSIONS, LLC](https://planprovider.pro/provider/assurance-dimensions-inc) — ACCOUNTANT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $151,119

- **Estimated Expense Ratio:** 0.216% 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|$151,119|—|—|$9,000|—|

| 2023|$137,017|—|—|$15,000|—|

| 2022|$132,860|—|—|—|—|

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