# Fortec Medical, INC. 401(k) Plan
Source: https://planprovider.pro/companies/fortec-medical-inc-401k-plan-001

> Fortec Medical, INC.'s 401(k) plan: 810 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fortec Medical, INC.

- **Sponsor EIN:** 341662721

- **Sponsor Address:** 6245 HUDSON CROSSING PARKWAY, HUDSON, OH, 44236

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

- **Total Participants:** 810

- **Total Assets:** $59.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|810|$59.3M|$2.8M|$4.2M|

| 2023|638|$48.5M|$1.9M|$3.1M|

## 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|

| VOYA RETIREMENT INSURANCE & ANNUITY|RECORDKEEPER|$45,282|—|$45,282|

| VOYA RETIREMENT ADVISORS, LLC|SERVICE PROVIDER|$9,927|—|$9,927|

| EQUITABLE ADVISORS LLC|SERVICE PROVIDER|—|$9,315|$9,315|

| MORNINGSTAR|SERVICE PROVIDER|—|$8,048|$8,048|

| D'AMICO WAWRIN & COMPANY CPAS, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MORNINGSTAR](https://planprovider.pro/provider/jp-morgan-asset-management) — SERVICE PROVIDER

- [D'AMICO WAWRIN & COMPANY CPAS, LLC](https://planprovider.pro/provider/damico-wawrin-and-company-cpas-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $72,572

- **Estimated Expense Ratio:** 0.122% 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|$45,282|$13,133|$26,800|—|—|

| 2023|$29,245|$8,345|$18,400|—|—|

## Similar Plans

- [Summa Health](https://planprovider.pro/companies/summa-health-401k-plan) — 922 participants

- [Sterling Medical Corporation](https://planprovider.pro/companies/sterling-medical-corporation-401k-plan) — 648 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/fortec-medical-inc-401k-plan-001)

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