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

> Icu Medical, INC.'s 401(k) plan: 4,296 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 330022692

- **Sponsor Address:** 951 CALLE AMANECER, SAN CLEMENTE, CA, 92673

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

- **Total Participants:** 4,296

- **Total Assets:** $674.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|4,296|$674.1M|$18.5M|$35.8M|

| 2023|4,536|$610.7M|$18.3M|$34.6M|

| 2022|4,530|$366.0M|$11.5M|$23.7M|

## 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|

| T ROWE PRICE RPS INC|NONE|$342,887|—|$342,887|

| SAGEVIEW ADVISORY GROUP LLC|NONE|$90,000|—|$90,000|

| WRIGHT, FORD, YOUNG & CO.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WRIGHT, FORD, YOUNG & CO.](https://planprovider.pro/provider/wright-ford-young-and-co) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $432,887

- **Estimated Expense Ratio:** 0.064% 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|$433,387|$90,000|—|—|—|

| 2023|$423,068|$67,377|—|—|—|

| 2022|$357,440|$90,000|—|—|—|

## Similar Plans

- [James R. Glidewell Dental Ceramics, INC.](https://planprovider.pro/companies/james-r-glidewell-dental-ceramics-inc-401k-plan) — 4,351 participants

- [The Cooper Companies, INC.](https://planprovider.pro/companies/the-cooper-companies-inc-401k-plan) — 4,166 participants

- [Applied Medical Resources Corp.](https://planprovider.pro/companies/applied-medical-resources-corp-401k-plan) — 3,683 participants

- [Penumbra, INC.](https://planprovider.pro/companies/penumbra-inc-401k-plan) — 3,670 participants

- [Dexcom INC](https://planprovider.pro/companies/dexcom-inc-401k-plan) — 5,331 participants

- [Envista Holdings Corporation](https://planprovider.pro/companies/envista-holdings-corporation-401k-plan) — 3,032 participants

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

© 2026 PlanProvider.Pro