Plan Snapshot
- Plan Sponsor: Kci Holding Usa, INC.
- Sponsor EIN: 760432472
- Sponsor Address: 4401 GATEWAY BLVD, SPRINGFIELD, OH, 45502
- Plan Type: 401(k)
- Total Participants: 2,451
- Total Assets: $353.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 2,451 | $353.1M | $11.5M | $15.7M |
| 2023 | 2,238 | $315.3M | $10.3M | $14.2M |
| 2022 | 2,069 | $266.6M | $9.7M | $13.3M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $85,984 | — | $85,984 |
| SWINDON AND SPRINGER AND COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $85,984
- Estimated Expense Ratio: 0.024% 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 | $85,984 | — | $2,400 | — | — |
| 2023 | $102,713 | — | $600 | — | — |
| 2022 | $93,169 | — | — | — | — |