# Kain Akeso Medical Holdings, LLC DC Plan
Source: https://planprovider.pro/companies/kain-akeso-medical-holdings-llc-plan-001

> Kain Akeso Medical Holdings, LLC's DC plan: 330 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| ABG CONSULTANTS|INVESTMENT ADVISOR|$22,077|—|$22,077|

| PCS RETIREMENT LLC|CONTRACT ADMINISTRATOR|$6,865|—|$6,865|

| JMIC CPA PARTNERS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PCS RETIREMENT LLC](https://planprovider.pro/provider/pcs-retirement-llc) — CONTRACT ADMINISTRATOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $28,942

- **Estimated Expense Ratio:** 0.307% 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|$27,541|—|$27,541|—|—|

| 2023|$23,570|$16,468|$7,102|—|—|

| 2022|$13,130|—|$13,130|—|—|

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