Plan Snapshot
- Plan Sponsor: Inari Medical, INC.
- Sponsor EIN: 452902923
- Sponsor Address: 6001 OAK CANYON, IRVINE, CA, 92618
- Plan Type: 401(k)
- Total Participants: 1,251
- Total Assets: $117.9M
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 | 1,251 | $117.9M | $11.4M | $18.3M |
| 2023 | 1,155 | $79.2M | $8.5M | $15.2M |
| 2022 | 1,015 | $43.5M | $6.7M | $11.7M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | RECORDKEEPER | $27,225 | — | $27,225 |
| HASKELL & WHITE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,225
- Estimated Expense Ratio: 0.023% 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 | $12,537 | — | $12,537 | — | — |
| 2023 | $9,015 | — | $9,015 | — | — |
| 2022 | $6,390 | — | $6,390 | — | — |