Plan Snapshot
- Plan Sponsor: Kain Akeso Medical Holdings, LLC
- Sponsor EIN: 844210914
- Sponsor Address: 7700 IRVINE CENTER DRIVE, STE. 870, IRVINE, CA, 92618
- Plan Type: DC
- Total Participants: 330
- Total Assets: $9.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 330 | $9.4M | $414,081 | $1.3M |
| 2023 | 377 | $7.1M | $561,238 | $1.2M |
| 2022 | 234 | $3.2M | $270,739 | $651,520 |
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 |
|---|---|---|---|---|
| JMIC CPA PARTNERS, LLP | 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 | $27,541 | — | $27,541 | — | — |
| 2023 | $23,570 | $16,468 | $7,102 | — | — |
| 2022 | $13,130 | — | $13,130 | — | — |