Plan Snapshot
- Plan Sponsor: Kci Holding Usa, INC.
- Sponsor EIN: 760432472
- Sponsor Address: 4401 GATEWAY BLVD., SPRINGFIELD, OH, 455029339
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 2,630
- Total Assets: $10.2M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,630 | $10.2M | $45.1M | $2.6M |
| 2023 | 2,173 | $8.5M | $34.6M | $2.9M |
| 2022 | 2,048 | $7.1M | $40.3M | $3.1M |
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 |
|---|---|---|---|---|
| AMERIBEN / IEC GROUP | Recordkeeper | $560,840 | — | $560,840 |
| CVS HEALTH | Other Service Provider | $230,512 | — | $230,512 |
| COMMUNITY INSURANCE COMPANY | Recordkeeper | $118,203 | — | $118,203 |
| DELTA DENTAL OF OHIO | Recordkeeper | $78,762 | $1,882 | $80,644 |
| LINCOLN NATIONAL LIFE INSURANCE CO | Recordkeeper | $32,971 | — | $32,971 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL LIFE INSURANCE CO — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,023,170
- Estimated Expense Ratio: 10.016% 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 | $2,861,839 | — | $2,861,839 | — | — |
| 2023 | $2,494,286 | — | $2,494,286 | — | — |
| 2022 | $2,882,727 | — | $2,882,727 | — | — |